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Financial Gravity Companies’s Chemed CHE Stock Holding History

Financial Gravity Companies’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
Q4 		– Sell
-3
Closed -$1.8K – 978
2024
Q3 		$1.8K Buy
+3
New +$1.7K ﹤0.01% 528
2018
Q4 		$45K Buy
+150
New +$45.3K 0.04% 366
2018
Q1 		$48K Buy
153
+12
+9% +$3.18K 0.05% 318
2017
Q4 		$37K Buy
+141
New +$32K 0.04% 363

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Gravity Companies's CHE Position: Q4 2024 in Review

Financial Gravity Companies sold out of Chemed (CHE) in Q4 2024, closing a stake of 3 shares — an estimated $1.8K sold.

Financial Gravity Companies first reported a position in CHE in Q4 2017 and held it in 4 quarters. The position peaked at $48K in Q1 2018. 528 funds tracked by Wall St. Rank hold CHE as of Q4 2024.

  • Financial Gravity Companies reported no remaining Chemed position as of Q4 2024 after selling out during the quarter.
  • Financial Gravity Companies sold 3 Chemed shares in Q4 2024, an estimated $1.8K.
  • Financial Gravity Companies first reported a position in Chemed in Q4 2017 and held it in 4 quarters.
  • Financial Gravity Companies's Chemed position peaked at $48K in Q1 2018.
  • 528 funds tracked by Wall St. Rank held Chemed as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.