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HC Financial Advisors’s Chemed CHE Stock Holding History

HC Financial Advisors’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
2022
Q2 		$62K Hold
132
– – 0.04% 116
2022
Q1 		$67K Hold
132
– – 0.04% 120
2021
Q4 		$70K Hold
132
– – 0.04% 121
2021
Q3 		$61K Hold
132
– – 0.04% 122
2021
Q2 		$63K Hold
132
– – 0.04% 122
2021
Q1 		$61K Hold
132
– – 0.04% 123
2020
Q4 		$70K Hold
132
– – 0.04% 115
2020
Q3 		$63K Hold
132
– – 0.05% 106
2020
Q2 		$60K Hold
132
– – 0.05% 100
2020
Q1 		$57K Buy
+132
New +$58.9K 0.05% 99

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HC Financial Advisors's CHE Position: Q2 2022 in Review

HC Financial Advisors held its Chemed (CHE) position steady in Q2 2022 at 132 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #116.

HC Financial Advisors first reported a position in CHE in Q1 2020 and has held it in 10 quarters since. The position peaked at $70K in Q4 2021. 430 funds tracked by Wall St. Rank hold CHE as of Q2 2022.

  • HC Financial Advisors held 132 shares of Chemed worth $62K as of Q2 2022.
  • HC Financial Advisors left its Chemed share count unchanged in Q2 2022.
  • Chemed made up 0.04% of HC Financial Advisors's portfolio in Q2 2022, its #116 holding.
  • HC Financial Advisors first reported a position in Chemed in Q1 2020 and has held it in 10 quarters since.
  • HC Financial Advisors's Chemed position peaked at $70K in Q4 2021.
  • 430 funds tracked by Wall St. Rank held Chemed as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.