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Independence Bank of Kentucky’s Chemed CHE Stock Holding History

Independence Bank of Kentucky’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
Q3 		– Sell
-8
Closed -$4.33K – 487
2023
Q2 		$4.33K Buy
+8
New +$4.37K ﹤0.01% 442

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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

Independence Bank of Kentucky's CHE Position: Q3 2023 in Review

Independence Bank of Kentucky sold out of Chemed (CHE) in Q3 2023, closing a stake of 8 shares — an estimated $4.33K sold.

Independence Bank of Kentucky first reported a position in CHE in Q2 2023 and held it in 1 quarter. The position peaked at $4.33K in Q2 2023. 457 funds tracked by Wall St. Rank hold CHE as of Q3 2023.

  • Independence Bank of Kentucky reported no remaining Chemed position as of Q3 2023 after selling out during the quarter.
  • Independence Bank of Kentucky sold 8 Chemed shares in Q3 2023, an estimated $4.33K.
  • Independence Bank of Kentucky first reported a position in Chemed in Q2 2023 and held it in 1 quarter.
  • Independence Bank of Kentucky's Chemed position peaked at $4.33K in Q2 2023.
  • 457 funds tracked by Wall St. Rank held Chemed as of Q3 2023.

Based on Independence Bank of Kentucky's 13F filing for Q3 2023, filed 16 Oct 2023.