EWM
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Empirical Wealth Management’s Chemed CHE Stock Holding History

Empirical Wealth Management’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
Q2 		– Sell
-575
Closed -$369K – 565
2024
Q1 		$369K Hold
575
– – 0.01% 390
2023
Q4 		$336K Sell
575
-845
-60% -$473K 0.01% 379
2023
Q3 		$738K Buy
+1,420
New +$738K 0.03% 255

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Empirical Wealth Management's CHE Position: Q2 2024 in Review

Empirical Wealth Management sold out of Chemed (CHE) in Q2 2024, closing a stake of 575 shares — an estimated $369K sold.

Empirical Wealth Management first reported a position in CHE in Q3 2023 and held it in 3 quarters. The position peaked at $738K in Q3 2023. 513 funds tracked by Wall St. Rank hold CHE as of Q2 2024.

  • Empirical Wealth Management reported no remaining Chemed position as of Q2 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 575 Chemed shares in Q2 2024, an estimated $369K.
  • Empirical Wealth Management first reported a position in Chemed in Q3 2023 and held it in 3 quarters.
  • Empirical Wealth Management's Chemed position peaked at $738K in Q3 2023.
  • 513 funds tracked by Wall St. Rank held Chemed as of Q2 2024.

Based on Empirical Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.