CW
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CreativeOne Wealth’s Chemed CHE Stock Holding History

CreativeOne Wealth’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
Q2 		– Sell
-336
Closed -$216K – 786
2024
Q1 		$216K Buy
+336
New +$204K 0.01% 820
2023
Q3 		– Sell
-379
Closed -$205K – 622
2023
Q2 		$205K Buy
+379
New +$207K 0.01% 785

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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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 $3.37T AUM 44.26% 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

CreativeOne Wealth's CHE Position: Q2 2024 in Review

CreativeOne Wealth sold out of Chemed (CHE) in Q2 2024, closing a stake of 336 shares — an estimated $216K sold.

CreativeOne Wealth first reported a position in CHE in Q2 2023 and held it in 2 quarters. The position peaked at $216K in Q1 2024. 515 funds tracked by Wall St. Rank hold CHE as of Q2 2024.

  • CreativeOne Wealth reported no remaining Chemed position as of Q2 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 336 Chemed shares in Q2 2024, an estimated $216K.
  • CreativeOne Wealth first reported a position in Chemed in Q2 2023 and held it in 2 quarters.
  • CreativeOne Wealth's Chemed position peaked at $216K in Q1 2024.
  • 515 funds tracked by Wall St. Rank held Chemed as of Q2 2024.

Based on CreativeOne Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.