Janiczek Wealth Management’s Chemed CHE Stock Holding History

Janiczek 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
2024 Q2	$108K	Buy	199 +3	+2%	+$1.72K	0.02%	264
2024 Q1	$126K	Buy	196 +119	+155%	+$72.3K	0.03%	253
2023 Q4	$45K	Sell	77 -9	-10%	-$5.04K	0.01%	404
2023 Q3	$44.7K	Buy	86 +7	+9%	+$3.64K	0.01%	378
2023 Q2	$42.8K	Buy	79 +34	+76%	+$18.6K	0.01%	338
2023 Q1	$25.3K	Buy	45 +34	+309%	+$17.3K	0.01%	415
2022 Q4	$5.39K	Sell	11 -1	-8%	-$487	﹤0.01%	641
2022 Q3	$5K	Buy	12 +1	+9%	+$481	﹤0.01%	648
2022 Q2	$5K	Sell	11 -7	-39%	-$3.42K	﹤0.01%	658
2022 Q1	$9K	Sell	18 -42	-70%	-$20.1K	﹤0.01%	581
2021 Q4	$32K	Buy	60 +16	+36%	+$7.68K	0.01%	398
2021 Q3	$20K	Buy	44 +4	+10%	+$1.89K	0.01%	457
2021 Q2	$19K	Buy	40 +6	+18%	+$2.88K	0.01%	435
2021 Q1	$16K	Sell	34 -11	-24%	-$5.39K	0.01%	442
2020 Q4	$24K	Buy	45 +30	+200%	+$14.7K	0.01%	317
2020 Q3	$7K	Buy	+15	New	+$7.36K	﹤0.01%	282

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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