Icon Wealth Advisors’s Chemed CHE Stock Holding History

Icon Wealth 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
2024 Q1	–	Sell	-370	Closed	-$216K	–	469
2023 Q4	$216K	Buy	+370	New	+$207K	0.02%	312

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Icon Wealth Advisors's CHE Position: Q1 2024 in Review

Icon Wealth Advisors sold out of Chemed (CHE) in Q1 2024, closing a stake of 370 shares — an estimated $216K sold.

Icon Wealth Advisors first reported a position in CHE in Q4 2023 and held it in 1 quarter. The position peaked at $216K in Q4 2023. 511 funds tracked by Wall St. Rank hold CHE as of Q1 2024.

Icon Wealth Advisors reported no remaining Chemed position as of Q1 2024 after selling out during the quarter.
Icon Wealth Advisors sold 370 Chemed shares in Q1 2024, an estimated $216K.
Icon Wealth Advisors first reported a position in Chemed in Q4 2023 and held it in 1 quarter.
Icon Wealth Advisors's Chemed position peaked at $216K in Q4 2023.
511 funds tracked by Wall St. Rank held Chemed as of Q1 2024.

Based on Icon Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.