Glassman Wealth Services’s Chemed CHE Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-1	Closed	-$585	–	508
2023 Q4	$585	Hold	1	–	–	﹤0.01%	1688
2023 Q3	$520	Hold	1	–	–	﹤0.01%	1726
2023 Q2	$542	Hold	1	–	–	﹤0.01%	1623
2023 Q1	$538	Buy	+1	New	+$510	﹤0.01%	1601
2022 Q4	–	Sell	-1	Closed	–	–	1947
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1696
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1706
2022 Q1	$1K	Hold	1	–	–	﹤0.01%	1352
2021 Q4	$1K	Hold	1	–	–	﹤0.01%	1329
2021 Q3	$0	Sell	1 -2	-67%	-$943	﹤0.01%	1611
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	1253
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	1213
2020 Q4	$2K	Hold	3	–	–	﹤0.01%	1044
2020 Q3	$1K	Hold	3	–	–	﹤0.01%	1118
2020 Q2	$1K	Hold	3	–	–	﹤0.01%	977
2020 Q1	$1K	Hold	3	–	–	﹤0.01%	824
2019 Q4	$1K	Buy	+3	New	+$1.26K	﹤0.01%	873

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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 $3.38T AUM 44.17% 1-Year Est. Return

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

Glassman Wealth Services's CHE Position: Q1 2024 in Review

Glassman Wealth Services sold out of Chemed (CHE) in Q1 2024, closing a stake of 1 share — an estimated $585 sold.

Glassman Wealth Services first reported a position in CHE in Q4 2019 and held it in 16 quarters. The position peaked at $2K in Q4 2020. 511 funds tracked by Wall St. Rank hold CHE as of Q1 2024.

Glassman Wealth Services reported no remaining Chemed position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 1 Chemed share in Q1 2024, an estimated $585.
Glassman Wealth Services first reported a position in Chemed in Q4 2019 and held it in 16 quarters.
Glassman Wealth Services's Chemed position peaked at $2K in Q4 2020.
511 funds tracked by Wall St. Rank held Chemed as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.