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	–	510
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 $5.7T AUM 30.48% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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 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

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