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Evoke Wealth’s Chemed CHE Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-106
Closed -$46K – 499
2022
Q3 		$46K Hold
106
– – ﹤0.01% 527
2022
Q2 		$50K Hold
106
– – ﹤0.01% 513
2022
Q1 		$54K Hold
106
– – ﹤0.01% 510
2021
Q4 		$56K Hold
106
– – ﹤0.01% 511
2021
Q3 		$49K Hold
106
– – ﹤0.01% 505
2021
Q2 		$50K Hold
106
– – ﹤0.01% 525
2021
Q1 		$49K Hold
106
– – ﹤0.01% 455
2020
Q4 		$56K Buy
+106
New +$52.1K ﹤0.01% 363
2020
Q1 		– Sell
-6
Closed -$2.64K – 1167
2019
Q4 		$2.64K Hold
6
– – ﹤0.01% 1031
2019
Q3 		$2.5K Buy
+6
New +$2.45K ﹤0.01% 1163

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evoke Wealth's CHE Position: Q4 2022 in Review

Evoke Wealth sold out of Chemed (CHE) in Q4 2022, closing a stake of 106 shares — an estimated $46K sold.

Evoke Wealth first reported a position in CHE in Q3 2019 and held it in 10 quarters. The position peaked at $56K in Q4 2021. 442 funds tracked by Wall St. Rank hold CHE as of Q4 2022.

  • Evoke Wealth reported no remaining Chemed position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 106 Chemed shares in Q4 2022, an estimated $46K.
  • Evoke Wealth first reported a position in Chemed in Q3 2019 and held it in 10 quarters.
  • Evoke Wealth's Chemed position peaked at $56K in Q4 2021.
  • 442 funds tracked by Wall St. Rank held Chemed as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.