Grove Bank & Trust’s Chemed CHE Stock Holding History

Grove Bank & Trust’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	-7	Closed	-$3.64K	–	607
2023 Q3	$3.64K	Buy	+7	New	+$3.64K	﹤0.01%	599

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

Grove Bank & Trust's CHE Position: Q4 2023 in Review

Grove Bank & Trust sold out of Chemed (CHE) in Q4 2023, closing a stake of 7 shares — an estimated $3.64K sold.

Grove Bank & Trust first reported a position in CHE in Q3 2023 and held it in 1 quarter. The position peaked at $3.64K in Q3 2023. 501 funds tracked by Wall St. Rank hold CHE as of Q4 2023.

Grove Bank & Trust reported no remaining Chemed position as of Q4 2023 after selling out during the quarter.
Grove Bank & Trust sold 7 Chemed shares in Q4 2023, an estimated $3.64K.
Grove Bank & Trust first reported a position in Chemed in Q3 2023 and held it in 1 quarter.
Grove Bank & Trust's Chemed position peaked at $3.64K in Q3 2023.
501 funds tracked by Wall St. Rank held Chemed as of Q4 2023.

Based on Grove Bank & Trust's 13F filing for Q4 2023, filed 30 Jan 2024.