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Harbor Investment Advisory’s Chemed CHE Stock Holding History

Harbor Investment 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
2024
Q2 		– Sell
-3
Closed -$1.93K – 1333
2024
Q1 		$1.93K Buy
+3
New +$1.82K ﹤0.01% 1123

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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

Harbor Investment Advisory's CHE Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Chemed (CHE) in Q2 2024, closing a stake of 3 shares — an estimated $1.93K sold.

Harbor Investment Advisory first reported a position in CHE in Q1 2024 and held it in 1 quarter. The position peaked at $1.93K in Q1 2024. 513 funds tracked by Wall St. Rank hold CHE as of Q2 2024.

  • Harbor Investment Advisory reported no remaining Chemed position as of Q2 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 3 Chemed shares in Q2 2024, an estimated $1.93K.
  • Harbor Investment Advisory first reported a position in Chemed in Q1 2024 and held it in 1 quarter.
  • Harbor Investment Advisory's Chemed position peaked at $1.93K in Q1 2024.
  • 513 funds tracked by Wall St. Rank held Chemed as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.