Gradient Investments’s Chemed CHE Stock Holding History

Gradient Investments’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 Q2	–	Sell	-3	Closed	-$1.61K	–	1783
2023 Q1	$1.61K	Buy	+3	New	+$1.53K	﹤0.01%	1138
2022 Q4	–	Sell	-1	Closed	-$1K	–	1534
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	1209
2022 Q2	$1K	Hold	1	–	–	﹤0.01%	1111
2022 Q1	$1K	Hold	1	–	–	﹤0.01%	1085
2021 Q4	$1K	Hold	1	–	–	﹤0.01%	1125
2021 Q3	$1K	Hold	1	–	–	﹤0.01%	1057
2021 Q2	$1K	Hold	1	–	–	﹤0.01%	1049
2021 Q1	$1K	Hold	1	–	–	﹤0.01%	1060
2020 Q4	$1K	Hold	1	–	–	﹤0.01%	1021
2020 Q3	$1K	Hold	1	–	–	﹤0.01%	1026
2020 Q2	$1K	Sell	1 -4	-80%	-$1.79K	﹤0.01%	951
2020 Q1	$2K	Buy	+5	New	+$2.23K	﹤0.01%	895

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

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

DCP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Gradient Investments's CHE Position: Q2 2023 in Review

Gradient Investments sold out of Chemed (CHE) in Q2 2023, closing a stake of 3 shares — an estimated $1.61K sold.

Gradient Investments first reported a position in CHE in Q1 2020 and held it in 12 quarters. The position peaked at $2K in Q1 2020. 464 funds tracked by Wall St. Rank hold CHE as of Q2 2023.

Gradient Investments reported no remaining Chemed position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 3 Chemed shares in Q2 2023, an estimated $1.61K.
Gradient Investments first reported a position in Chemed in Q1 2020 and held it in 12 quarters.
Gradient Investments's Chemed position peaked at $2K in Q1 2020.
464 funds tracked by Wall St. Rank held Chemed as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.