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Forza Wealth Management’s Chemed CHE Stock Holding History

Forza Wealth 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
2023
Q4 		– Sell
-500
Closed -$260K – 172
2023
Q3 		$260K Hold
500
– – 0.13% 156
2023
Q2 		$271K Buy
500
+50
+11% +$27.3K 0.14% 157
2023
Q1 		$242K Buy
+450
New +$229K 0.12% 161

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Forza Wealth Management's CHE Position: Q4 2023 in Review

Forza Wealth Management sold out of Chemed (CHE) in Q4 2023, closing a stake of 500 shares — an estimated $260K sold.

Forza Wealth Management first reported a position in CHE in Q1 2023 and held it in 3 quarters. The position peaked at $271K in Q2 2023. 501 funds tracked by Wall St. Rank hold CHE as of Q4 2023.

  • Forza Wealth Management reported no remaining Chemed position as of Q4 2023 after selling out during the quarter.
  • Forza Wealth Management sold 500 Chemed shares in Q4 2023, an estimated $260K.
  • Forza Wealth Management first reported a position in Chemed in Q1 2023 and held it in 3 quarters.
  • Forza Wealth Management's Chemed position peaked at $271K in Q2 2023.
  • 501 funds tracked by Wall St. Rank held Chemed as of Q4 2023.

Based on Forza Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.