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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1	Closed	-$338	–	1474
2024 Q1	$338	Buy	+1	New	+$608	﹤0.01%	886
2023 Q4	–	Hold	0	–	–	–	868
2021 Q3	–	Hold	0	–	–	–	83
2021 Q2	–	Hold	0	–	–	–	84
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Financial Gravity Asset Management's CHE Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Chemed (CHE) in Q2 2024, closing a stake of 1 share — an estimated $338 sold.

Financial Gravity Asset Management first reported a position in CHE in Q1 2018 and held it in 8 quarters. The position peaked at $439K in Q4 2019. 515 funds tracked by Wall St. Rank hold CHE as of Q2 2024.

Financial Gravity Asset Management reported no remaining Chemed position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Chemed share in Q2 2024, an estimated $338.
Financial Gravity Asset Management first reported a position in Chemed in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Chemed position peaked at $439K in Q4 2019.
515 funds tracked by Wall St. Rank held Chemed as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.