Donoghue Forlines’s Chemed CHE Stock Holding History

Donoghue Forlines’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 Q2	–	Sell	-2,361	Closed	-$1.27M	–	247
2023 Q1	$1.27M	Buy	+2,361	New	+$1.2M	0.46%	53
2021 Q1	–	Sell	-417	Closed	-$222K	–	226
2020 Q4	$222K	Buy	+417	New	+$205K	0.04%	221
2020 Q1	–	Sell	-1,113	Closed	-$489K	–	77
2019 Q4	$489K	Sell	1,113 -5,927	-84%	-$2.49M	0.08%	117
2019 Q3	$2.94M	Buy	7,040 +5,197	+282%	+$2.12M	0.42%	70
2019 Q2	$665K	Buy	+1,843	New	+$616K	0.08%	132

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Donoghue Forlines's CHE Position: Q2 2023 in Review

Donoghue Forlines sold out of Chemed (CHE) in Q2 2023, closing a stake of 2,361 shares — an estimated $1.27M sold.

Donoghue Forlines first reported a position in CHE in Q2 2019 and held it in 5 quarters. The position peaked at $2.94M in Q3 2019. 464 funds tracked by Wall St. Rank hold CHE as of Q2 2023.

Donoghue Forlines reported no remaining Chemed position as of Q2 2023 after selling out during the quarter.
Donoghue Forlines sold 2,361 Chemed shares in Q2 2023, an estimated $1.27M.
Donoghue Forlines first reported a position in Chemed in Q2 2019 and held it in 5 quarters.
Donoghue Forlines's Chemed position peaked at $2.94M in Q3 2019.
464 funds tracked by Wall St. Rank held Chemed as of Q2 2023.

Based on Donoghue Forlines's 13F filing for Q2 2023, filed 7 Aug 2023.