Endurance Wealth Management’s Chemed CHE Stock Holding History

Endurance 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
2023 Q2	$130K	Hold	240	–	–	0.02%	246
2023 Q1	$129K	Hold	240	–	–	0.02%	244
2022 Q4	$123K	Hold	240	–	–	0.02%	233
2022 Q3	$105K	Hold	240	–	–	0.02%	242
2022 Q2	$113K	Hold	240	–	–	0.02%	244
2022 Q1	$122K	Hold	240	–	–	0.02%	252
2021 Q4	$127K	Hold	240	–	–	0.01%	258
2021 Q3	$112K	Hold	240	–	–	0.01%	269
2021 Q2	$113K	Hold	240	–	–	0.01%	273
2021 Q1	$110K	Buy	240 +224	+1,400%	+$110K	0.01%	272
2020 Q4	$9K	Hold	16	–	–	﹤0.01%	500
2020 Q3	$8K	Buy	+16	New	+$7.85K	﹤0.01%	493

Other funds holding CHE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Endurance Wealth Management's CHE Position: Q2 2023 in Review

Endurance Wealth Management held its Chemed (CHE) position steady in Q2 2023 at 240 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #246.

Endurance Wealth Management first reported a position in CHE in Q3 2020 and has held it in 12 quarters since. 464 funds tracked by Wall St. Rank hold CHE as of Q2 2023.

Endurance Wealth Management held 240 shares of Chemed worth $130K as of Q2 2023.
Endurance Wealth Management left its Chemed share count unchanged in Q2 2023.
Chemed made up 0.02% of Endurance Wealth Management's portfolio in Q2 2023, its #246 holding.
Endurance Wealth Management first reported a position in Chemed in Q3 2020 and has held it in 12 quarters since.
464 funds tracked by Wall St. Rank held Chemed as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.