Heritage Wealth Management (Arizona)’s Chemed CHE Stock Holding History

Heritage Wealth Management (Arizona)’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	$282K	Sell	520 -57	-10%	-$32.6K	0.16%	122
2024 Q1	$370K	Sell	577 -23	-4%	-$14K	0.19%	107
2023 Q4	$351K	Buy	+600	New	+$336K	0.19%	106
2022 Q4	$781K	Buy	1,530 +836	+120%	+$407K	0.11%	136
2022 Q3	$303K	Buy	694 +32	+5%	+$15.4K	0.1%	150
2022 Q2	$311K	Buy	662 +77	+13%	+$37.6K	0.1%	149
2022 Q1	$296K	Buy	+585	New	+$281K	0.08%	194
2021 Q3	$133K	Sell	287 -425	-60%	-$200K	0.05%	288
2021 Q2	$338K	Buy	712 +209	+42%	+$100K	0.13%	131
2021 Q1	$231K	Buy	+503	New	+$247K	0.13%	145

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

Heritage Wealth Management (Arizona)'s CHE Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Chemed (CHE) stake by 9.9% in Q2 2024, selling an estimated $32.6K and leaving 520 shares worth $282K. The position accounts for 0.16% of the portfolio, ranked #122.

Heritage Wealth Management (Arizona) first reported a position in CHE in Q1 2021 and has held it in 10 quarters since. The position peaked at $781K in Q4 2022. 515 funds tracked by Wall St. Rank hold CHE as of Q2 2024.

Heritage Wealth Management (Arizona) held 520 shares of Chemed worth $282K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 57 Chemed shares in Q2 2024, an estimated $32.6K.
Chemed made up 0.16% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #122 holding.
Heritage Wealth Management (Arizona) first reported a position in Chemed in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Chemed position peaked at $781K in Q4 2022.
515 funds tracked by Wall St. Rank held Chemed as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.