CIM
CHE icon

Contravisory Investment Management’s Chemed CHE Stock Holding History

Contravisory Investment Management’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-32
Closed -$17.4K – 358
2024
Q2 		$17.4K Sell
32
-13
-29% -$7.45K ﹤0.01% 286
2024
Q1 		$28.9K Buy
45
+4
+10% +$2.43K 0.01% 262
2023
Q4 		$24K Buy
+41
New +$22.9K 0.01% 269
2021
Q2 		– Sell
-9,877
Closed -$4.54M – 271
2021
Q1 		$4.54M Sell
9,877
-387
-4% -$190K 1.42% 35
2020
Q4 		$5.47M Sell
10,264
-3
-0% -$1.47K 1.7% 34
2020
Q3 		$4.93M Sell
10,267
-107
-1% -$52.5K 1.68% 33
2020
Q2 		$4.67M Buy
+10,374
New +$4.63M 1.72% 31
2018
Q1 		– Sell
-9
Closed -$2K – 351
2017
Q4 		$2K Hold
9
– – ﹤0.01% 321
2017
Q3 		$2K Buy
+9
New +$1.77K ﹤0.01% 349

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Contravisory Investment Management's CHE Position: Q3 2024 in Review

Contravisory Investment Management sold out of Chemed (CHE) in Q3 2024, closing a stake of 32 shares — an estimated $17.4K sold.

Contravisory Investment Management first reported a position in CHE in Q3 2017 and held it in 9 quarters. The position peaked at $5.47M in Q4 2020. 527 funds tracked by Wall St. Rank hold CHE as of Q3 2024.

  • Contravisory Investment Management reported no remaining Chemed position as of Q3 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 32 Chemed shares in Q3 2024, an estimated $17.4K.
  • Contravisory Investment Management first reported a position in Chemed in Q3 2017 and held it in 9 quarters.
  • Contravisory Investment Management's Chemed position peaked at $5.47M in Q4 2020.
  • 527 funds tracked by Wall St. Rank held Chemed as of Q3 2024.

Based on Contravisory Investment Management's 13F filing for Q3 2024, filed 9 Oct 2024.