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Dean Investment Associates’s Chemed CHE Stock Holding History

Dean Investment Associates’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
2023
Q3 		– Sell
-2,555
Closed -$1.38M – 208
2023
Q2 		$1.38M Sell
2,555
-66
-3% -$36.1K 0.23% 166
2023
Q1 		$1.41M Buy
2,621
+64
+3% +$32.6K 0.23% 155
2022
Q4 		$1.31M Sell
2,557
-195
-7% -$94.9K 0.22% 159
2022
Q3 		$1.2M Sell
2,752
-52
-2% -$25K 0.24% 156
2022
Q2 		$1.32M Sell
2,804
-72
-3% -$35.1K 0.26% 159
2022
Q1 		$1.46M Buy
2,876
+84
+3% +$40.3K 0.26% 147
2021
Q4 		$1.48M Buy
+2,792
New +$1.34M 0.26% 159

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Dean Investment Associates's CHE Position: Q3 2023 in Review

Dean Investment Associates sold out of Chemed (CHE) in Q3 2023, closing a stake of 2,555 shares — an estimated $1.38M sold.

Dean Investment Associates first reported a position in CHE in Q4 2021 and held it in 7 quarters. The position peaked at $1.48M in Q4 2021. 457 funds tracked by Wall St. Rank hold CHE as of Q3 2023.

  • Dean Investment Associates reported no remaining Chemed position as of Q3 2023 after selling out during the quarter.
  • Dean Investment Associates sold 2,555 Chemed shares in Q3 2023, an estimated $1.38M.
  • Dean Investment Associates first reported a position in Chemed in Q4 2021 and held it in 7 quarters.
  • Dean Investment Associates's Chemed position peaked at $1.48M in Q4 2021.
  • 457 funds tracked by Wall St. Rank held Chemed as of Q3 2023.

Based on Dean Investment Associates's 13F filing for Q3 2023, filed 13 Nov 2023.