DA
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Duality Advisers’s Chemed CHE Stock Holding History

Duality Advisers’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
-1,396
Closed -$756K – 575
2023
Q2 		$756K Buy
+1,396
New +$763K 0.1% 331
2022
Q2 		– Sell
-1,606
Closed -$814K – 629
2022
Q1 		$814K Buy
+1,606
New +$770K 0.09% 377
2021
Q2 		– Sell
-4,710
Closed -$2.17M – 554
2021
Q1 		$2.17M Buy
4,710
+2,446
+108% +$1.2M 0.19% 194
2020
Q4 		$1.21M Sell
2,264
-2,446
-52% -$1.2M 0.09% 308
2020
Q3 		$2.26M Buy
4,710
+1,373
+41% +$673K 0.14% 199
2020
Q2 		$1.5M Buy
+3,337
New +$1.49M 0.14% 203

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Neuberger Berman Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return