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Fiduciary Planning’s Chemed CHE Stock Holding History

Fiduciary Planning’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
Q4 		– Sell
-1,483
Closed -$771K – 57
2023
Q3 		$771K Sell
1,483
-728
-33% -$378K 0.36% 42
2023
Q2 		$1.2M Buy
2,211
+21
+1% +$11.5K 0.55% 24
2023
Q1 		$1.18M Sell
2,190
-50
-2% -$25.5K 0.56% 17
2022
Q4 		$1.14M Sell
2,240
-56
-2% -$27.3K 0.55% 19
2022
Q3 		$1M Sell
2,296
-3
-0.1% -$1.44K 0.51% 18
2022
Q2 		$1.08M Buy
2,299
+324
+16% +$158K 0.53% 15
2022
Q1 		$1M Buy
1,975
+243
+14% +$117K 0.55% 16
2021
Q4 		$916K Buy
1,732
+29
+2% +$13.9K 0.52% 22
2021
Q3 		$792K Buy
1,703
+784
+85% +$370K 0.42% 36
2021
Q2 		$436K Buy
+919
New +$441K 0.38% 51

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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Fiduciary Planning's CHE Position: Q4 2023 in Review

Fiduciary Planning sold out of Chemed (CHE) in Q4 2023, closing a stake of 1,483 shares — an estimated $771K sold.

Fiduciary Planning first reported a position in CHE in Q2 2021 and held it in 10 quarters. The position peaked at $1.2M in Q2 2023. 501 funds tracked by Wall St. Rank hold CHE as of Q4 2023.

  • Fiduciary Planning reported no remaining Chemed position as of Q4 2023 after selling out during the quarter.
  • Fiduciary Planning sold 1,483 Chemed shares in Q4 2023, an estimated $771K.
  • Fiduciary Planning first reported a position in Chemed in Q2 2021 and held it in 10 quarters.
  • Fiduciary Planning's Chemed position peaked at $1.2M in Q2 2023.
  • 501 funds tracked by Wall St. Rank held Chemed as of Q4 2023.

Based on Fiduciary Planning's 13F filing for Q4 2023, filed 25 Jan 2024.