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Fortis Capital Advisors’s Chemed CHE Stock Holding History

Fortis Capital Advisors’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
-595
Closed -$382K – 166
2024
Q1 		$382K Buy
+595
New +$361K 0.16% 118
2023
Q2 		– Sell
-115
Closed -$61.8K – 192
2023
Q1 		$61.8K Buy
115
+70
+156% +$35.7K 0.03% 250
2022
Q4 		$23K Buy
+45
New +$21.9K 0.01% 388

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Fortis Capital Advisors's CHE Position: Q2 2024 in Review

Fortis Capital Advisors sold out of Chemed (CHE) in Q2 2024, closing a stake of 595 shares — an estimated $382K sold.

Fortis Capital Advisors first reported a position in CHE in Q4 2022 and held it in 3 quarters. The position peaked at $382K in Q1 2024. 513 funds tracked by Wall St. Rank hold CHE as of Q2 2024.

  • Fortis Capital Advisors reported no remaining Chemed position as of Q2 2024 after selling out during the quarter.
  • Fortis Capital Advisors sold 595 Chemed shares in Q2 2024, an estimated $382K.
  • Fortis Capital Advisors first reported a position in Chemed in Q4 2022 and held it in 3 quarters.
  • Fortis Capital Advisors's Chemed position peaked at $382K in Q1 2024.
  • 513 funds tracked by Wall St. Rank held Chemed as of Q2 2024.

Based on Fortis Capital Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.