GoalVest Advisory’s Chemed CHE Stock Holding History

GoalVest Advisory’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	-17	Closed	-$8.84K	–	390
2023 Q3	$8.84K	Hold	17	–	–	﹤0.01%	301
2023 Q2	$9.21K	Buy	+17	New	+$9.29K	﹤0.01%	258

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

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

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 Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

GoalVest Advisory's CHE Position: Q4 2023 in Review

GoalVest Advisory sold out of Chemed (CHE) in Q4 2023, closing a stake of 17 shares — an estimated $8.84K sold.

GoalVest Advisory first reported a position in CHE in Q2 2023 and held it in 2 quarters. The position peaked at $9.21K in Q2 2023. 501 funds tracked by Wall St. Rank hold CHE as of Q4 2023.

GoalVest Advisory reported no remaining Chemed position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 17 Chemed shares in Q4 2023, an estimated $8.84K.
GoalVest Advisory first reported a position in Chemed in Q2 2023 and held it in 2 quarters.
GoalVest Advisory's Chemed position peaked at $9.21K in Q2 2023.
501 funds tracked by Wall St. Rank held Chemed as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.