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Independent Financial Group’s Chemed CHE Stock Holding History

Independent Financial Group’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
-355
Closed -$213K – 1170
2024
Q3 		$213K Buy
+355
New +$201K 0.01% 1043

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

Independent Financial Group's CHE Position: Q4 2024 in Review

Independent Financial Group sold out of Chemed (CHE) in Q4 2024, closing a stake of 355 shares — an estimated $213K sold.

Independent Financial Group first reported a position in CHE in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 528 funds tracked by Wall St. Rank hold CHE as of Q4 2024.

  • Independent Financial Group reported no remaining Chemed position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 355 Chemed shares in Q4 2024, an estimated $213K.
  • Independent Financial Group first reported a position in Chemed in Q3 2024 and held it in 1 quarter.
  • Independent Financial Group's Chemed position peaked at $213K in Q3 2024.
  • 528 funds tracked by Wall St. Rank held Chemed as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.