JWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Janiczek Wealth Management's CHE Position: Q2 2024 in Review

Janiczek Wealth Management increased its Chemed (CHE) stake by 1.5% in Q2 2024, buying an estimated $1.72K and bringing the position to 199 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #264.

Janiczek Wealth Management first reported a position in CHE in Q3 2020 and has held it in 16 quarters since. The position peaked at $126K in Q1 2024. 515 funds tracked by Wall St. Rank hold CHE as of Q2 2024.

  • Janiczek Wealth Management held 199 shares of Chemed worth $108K as of Q2 2024.
  • Janiczek Wealth Management bought 3 Chemed shares in Q2 2024, an estimated $1.72K.
  • Chemed made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #264 holding.
  • Janiczek Wealth Management first reported a position in Chemed in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Chemed position peaked at $126K in Q1 2024.
  • 515 funds tracked by Wall St. Rank held Chemed as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.