First Trust Direct Indexing’s Chemed CHE Stock Holding History

First Trust Direct Indexing’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	-887	Closed	-$533K	–	157
2024 Q3	$533K	Buy	887 +38	+4%	+$21.5K	0.03%	527
2024 Q2	$461K	Buy	849 +157	+23%	+$89.9K	0.03%	526
2024 Q1	$444K	Buy	692 +57	+9%	+$34.6K	0.03%	498
2023 Q4	$371K	Buy	635 +32	+5%	+$17.9K	0.03%	519
2023 Q3	$313K	Buy	603 +53	+10%	+$27.6K	0.04%	505
2023 Q2	$298K	Sell	550 -4	-0.7%	-$2.19K	0.03%	547
2023 Q1	$298K	Buy	554 +101	+22%	+$51.5K	0.04%	544
2022 Q4	$231K	Buy	+453	New	+$221K	0.03%	585
2021 Q1	–	Sell	-20	Closed	-$11K	–	498
2020 Q4	$11K	Buy	+20	New	+$9.83K	﹤0.01%	916

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Direct Indexing's CHE Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Chemed (CHE) in Q4 2024, closing a stake of 887 shares — an estimated $533K sold.

First Trust Direct Indexing first reported a position in CHE in Q4 2020 and held it in 9 quarters. The position peaked at $533K in Q3 2024. 529 funds tracked by Wall St. Rank hold CHE as of Q4 2024.

First Trust Direct Indexing reported no remaining Chemed position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 887 Chemed shares in Q4 2024, an estimated $533K.
First Trust Direct Indexing first reported a position in Chemed in Q4 2020 and held it in 9 quarters.
First Trust Direct Indexing's Chemed position peaked at $533K in Q3 2024.
529 funds tracked by Wall St. Rank held Chemed as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.