HWM
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HighMark Wealth Management’s Chemed CHE Stock Holding History

HighMark Wealth 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
2023
Q2 		– Sell
-19
Closed -$10.2K – 575
2023
Q1 		$10.2K Buy
+19
New +$9.69K 0.01% 297

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

HighMark Wealth Management's CHE Position: Q2 2023 in Review

HighMark Wealth Management sold out of Chemed (CHE) in Q2 2023, closing a stake of 19 shares — an estimated $10.2K sold.

HighMark Wealth Management first reported a position in CHE in Q1 2023 and held it in 1 quarter. The position peaked at $10.2K in Q1 2023. 464 funds tracked by Wall St. Rank hold CHE as of Q2 2023.

  • HighMark Wealth Management reported no remaining Chemed position as of Q2 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 19 Chemed shares in Q2 2023, an estimated $10.2K.
  • HighMark Wealth Management first reported a position in Chemed in Q1 2023 and held it in 1 quarter.
  • HighMark Wealth Management's Chemed position peaked at $10.2K in Q1 2023.
  • 464 funds tracked by Wall St. Rank held Chemed as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.