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Crewe Advisors’s Chemed CHE Stock Holding History

Crewe Advisors’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
Q1 		– Sell
-14
Closed -$8.19K – 946
2023
Q4 		$8.19K Buy
+14
New +$7.83K ﹤0.01% 221
2023
Q2 		– Sell
-44
Closed -$23.7K – 896
2023
Q1 		$23.7K Hold
44
– – ﹤0.01% 401
2022
Q4 		$22.5K Hold
44
– – ﹤0.01% 401
2022
Q3 		$19K Hold
44
– – ﹤0.01% 470
2022
Q2 		$21K Buy
+44
New +$21.5K ﹤0.01% 405

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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

Crewe Advisors's CHE Position: Q1 2024 in Review

Crewe Advisors sold out of Chemed (CHE) in Q1 2024, closing a stake of 14 shares — an estimated $8.19K sold.

Crewe Advisors first reported a position in CHE in Q2 2022 and held it in 5 quarters. The position peaked at $23.7K in Q1 2023. 511 funds tracked by Wall St. Rank hold CHE as of Q1 2024.

  • Crewe Advisors reported no remaining Chemed position as of Q1 2024 after selling out during the quarter.
  • Crewe Advisors sold 14 Chemed shares in Q1 2024, an estimated $8.19K.
  • Crewe Advisors first reported a position in Chemed in Q2 2022 and held it in 5 quarters.
  • Crewe Advisors's Chemed position peaked at $23.7K in Q1 2023.
  • 511 funds tracked by Wall St. Rank held Chemed as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.