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Creative Financial Designs’s Chemed CHE Stock Holding History

Creative Financial Designs’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
-64
Closed -$34.7K – 1689
2024
Q2 		$34.7K Buy
64
+48
+300% +$27.5K ﹤0.01% 861
2024
Q1 		$10.3K Hold
16
– – ﹤0.01% 1133
2023
Q4 		$9.36K Hold
16
– – ﹤0.01% 1110
2023
Q3 		$8.31K Hold
16
– – ﹤0.01% 1078
2023
Q2 		$8.67K Buy
16
+6
+60% +$3.28K ﹤0.01% 1058
2023
Q1 		$5.38K Buy
+10
New +$5.1K ﹤0.01% 1094

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Creative Financial Designs's CHE Position: Q3 2024 in Review

Creative Financial Designs sold out of Chemed (CHE) in Q3 2024, closing a stake of 64 shares — an estimated $34.7K sold.

Creative Financial Designs first reported a position in CHE in Q1 2023 and held it in 6 quarters. The position peaked at $34.7K in Q2 2024. 528 funds tracked by Wall St. Rank hold CHE as of Q3 2024.

  • Creative Financial Designs reported no remaining Chemed position as of Q3 2024 after selling out during the quarter.
  • Creative Financial Designs sold 64 Chemed shares in Q3 2024, an estimated $34.7K.
  • Creative Financial Designs first reported a position in Chemed in Q1 2023 and held it in 6 quarters.
  • Creative Financial Designs's Chemed position peaked at $34.7K in Q2 2024.
  • 528 funds tracked by Wall St. Rank held Chemed as of Q3 2024.

Based on Creative Financial Designs's 13F filing for Q3 2024, filed 28 Oct 2024.