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Disciplined Investments’s Chemed CHE Stock Holding History

Disciplined Investments’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
-3
Closed -$1.63K – 360
2023
Q2 		$1.63K Hold
3
– – ﹤0.01% 747
2023
Q1 		$1.61K Hold
3
– – ﹤0.01% 759
2022
Q4 		$1.53K Hold
3
– – ﹤0.01% 721
2022
Q3 		$1K Sell
3
-1
-25% -$481 ﹤0.01% 827
2022
Q2 		$2K Buy
4
+1
+33% +$488 ﹤0.01% 625
2022
Q1 		$2K Buy
+3
New +$1.44K ﹤0.01% 658

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 $3.37T AUM 44.26% 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

Disciplined Investments's CHE Position: Q3 2023 in Review

Disciplined Investments sold out of Chemed (CHE) in Q3 2023, closing a stake of 3 shares — an estimated $1.63K sold.

Disciplined Investments first reported a position in CHE in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 457 funds tracked by Wall St. Rank hold CHE as of Q3 2023.

  • Disciplined Investments reported no remaining Chemed position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 Chemed shares in Q3 2023, an estimated $1.63K.
  • Disciplined Investments first reported a position in Chemed in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Chemed position peaked at $2K in Q2 2022.
  • 457 funds tracked by Wall St. Rank held Chemed as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.