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Harvest Fund Management’s Chemed CHE Stock Holding History

Harvest Fund Management’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
Q3 		– Sell
-57
Closed -$31K – 631
2024
Q2 		$31K Sell
57
-196
-77% -$112K ﹤0.01% 512
2024
Q1 		$162K Buy
253
+242
+2,200% +$147K 0.01% 361
2023
Q4 		$6K Hold
11
– – ﹤0.01% 566
2023
Q3 		$6K Hold
11
– – ﹤0.01% 560
2023
Q2 		$6K Hold
11
– – ﹤0.01% 590
2023
Q1 		$6K Hold
11
– – ﹤0.01% 674
2022
Q4 		$6K Hold
11
– – ﹤0.01% 691
2022
Q3 		$5K Hold
11
– – ﹤0.01% 715
2022
Q2 		$5K Hold
11
– – ﹤0.01% 662
2022
Q1 		$5K Hold
11
– – ﹤0.01% 691
2021
Q4 		$5K Hold
11
– – ﹤0.01% 729
2021
Q3 		$5K Hold
11
– – ﹤0.01% 718
2021
Q2 		$5K Hold
11
– – ﹤0.01% 746
2021
Q1 		$5K Sell
11
-99
-90% -$48.5K ﹤0.01% 777
2020
Q4 		$58K Sell
110
-36
-25% -$17.7K 0.01% 335
2020
Q3 		$70K Sell
146
-198
-58% -$97.1K 0.01% 330
2020
Q2 		$158K Sell
344
-118
-26% -$52.7K 0.01% 177
2020
Q1 		$200K Buy
462
+101
+28% +$45.1K 0.02% 124
2019
Q4 		$169K Hold
361
– – 0.02% 124
2019
Q3 		$151K Buy
361
+184
+104% +$75.1K 0.02% 152
2019
Q2 		$64K Buy
177
+107
+153% +$35.8K 0.01% 261
2019
Q1 		$22K Hold
70
– – ﹤0.01% 326
2018
Q4 		$20K Sell
70
-283
-80% -$85.4K ﹤0.01% 309
2018
Q3 		$113K Buy
353
+119
+51% +$37.9K 0.02% 252
2018
Q2 		$75K Hold
234
– – 0.01% 144
2018
Q1 		$63K Hold
234
– – 0.01% 150
2017
Q4 		$57K Buy
234
+81
+53% +$18.4K 0.01% 162
2017
Q3 		$31K Hold
153
– – ﹤0.01% 180
2017
Q2 		$31K Buy
+153
New +$30.5K ﹤0.01% 185

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Harvest Fund Management's CHE Position: Q3 2024 in Review

Harvest Fund Management sold out of Chemed (CHE) in Q3 2024, closing a stake of 57 shares — an estimated $31K sold.

Harvest Fund Management first reported a position in CHE in Q2 2017 and held it in 29 quarters. The position peaked at $200K in Q1 2020. 528 funds tracked by Wall St. Rank hold CHE as of Q3 2024.

  • Harvest Fund Management reported no remaining Chemed position as of Q3 2024 after selling out during the quarter.
  • Harvest Fund Management sold 57 Chemed shares in Q3 2024, an estimated $31K.
  • Harvest Fund Management first reported a position in Chemed in Q2 2017 and held it in 29 quarters.
  • Harvest Fund Management's Chemed position peaked at $200K in Q1 2020.
  • 528 funds tracked by Wall St. Rank held Chemed as of Q3 2024.

Based on Harvest Fund Management's 13F filing for Q3 2024, filed 13 Nov 2024.