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Householder Group Estate & Retirement Specialist’s Chemed CHE Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-230
Closed -$138K – 650
2024
Q3 		$138K Hold
230
– – 0.04% 305
2024
Q2 		$124K Sell
230
-188
-45% -$108K 0.03% 310
2024
Q1 		$268K Hold
418
– – 0.08% 201
2023
Q4 		$244K Hold
418
– – 0.08% 212
2023
Q3 		$217K Buy
+418
New +$217K 0.08% 209
2023
Q1 		$225K Hold
418
– – 0.09% 188
2022
Q4 		$213K Hold
418
– – 0.32% 45
2022
Q3 		$182K Buy
+418
New +$201K 0.08% 189
2022
Q2 		– Sell
-418
Closed -$212K – 192
2022
Q1 		$212K Hold
418
– – 0.09% 184
2021
Q4 		$221K Buy
+418
New +$201K 0.08% 186

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CHE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Chemed (CHE) in Q4 2024, closing a stake of 230 shares — an estimated $138K sold.

Householder Group Estate & Retirement Specialist first reported a position in CHE in Q4 2021 and held it in 10 quarters. The position peaked at $268K in Q1 2024. 529 funds tracked by Wall St. Rank hold CHE as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Chemed position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 230 Chemed shares in Q4 2024, an estimated $138K.
  • Householder Group Estate & Retirement Specialist first reported a position in Chemed in Q4 2021 and held it in 10 quarters.
  • Householder Group Estate & Retirement Specialist's Chemed position peaked at $268K in Q1 2024.
  • 529 funds tracked by Wall St. Rank held Chemed as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.