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FGAM
Financial Gravity Asset Management’s
Chemed
CHE
Stock Holding History
Financial Gravity Asset Management’s Portfolio
CHE Stock Details
CHE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-3
Closed
-$1.07K
–
1621
2024
Q1
$1.07K
Buy
+3
New
+$1.82K
﹤0.01%
1228
2023
Q4
–
Hold
0
–
–
–
1041
2023
Q3
–
Hold
0
–
–
–
810
2023
Q2
–
Sell
-538
Closed
-$250
–
1648
2023
Q1
$250
Buy
+538
New
+$274K
0.01%
581
2022
Q4
–
Sell
-8,303
Closed
-$2.28K
–
1417
2022
Q3
$2.28K
Sell
8,303
-1,546
-16%
-$743K
0.08%
258
2022
Q2
$2.53K
Buy
9,849
+8,328
+548%
+$4.06M
0.08%
254
2022
Q1
$236
Sell
1,521
-66
-4%
-$31.7K
0.01%
547
2021
Q4
$246
Buy
+1,587
New
+$762K
0.01%
600
2021
Q3
–
Hold
0
–
–
–
83
2021
Q2
–
Hold
0
–
–
–
84
2021
Q1
–
Hold
0
–
–
–
449
2020
Q2
–
Sell
-23
Closed
-$9.96K
–
155
2020
Q1
$9.96K
Sell
23
-23
-50%
-$10.3K
0.03%
208
2019
Q4
$439K
Buy
46
+2
+5%
+$841
0.3%
23
2019
Q3
$18K
Buy
44
+14
+47%
+$5.71K
0.02%
473
2019
Q2
$11K
Sell
30
-122
-80%
-$40.8K
0.01%
573
2019
Q1
$49K
Buy
+152
New
+$46.7K
0.04%
319
2018
Q3
$45K
Buy
163
+160
+5,333%
+$51K
0.05%
352
2018
Q2
$1K
Sell
3
-150
-98%
-$46.9K
﹤0.01%
1116
2018
Q1
$48K
Buy
+153
New
+$40.5K
0.05%
318
Other funds holding CHE
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
New York
$131B AUM
28.36%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Impax Asset Management Group
London, United Kingdom
$14.3B AUM
19.8%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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