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Journey Advisory Group’s Chemed CHE Stock Holding History

Journey Advisory 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
2023
Q2 		– Sell
-441
Closed -$237K – 230
2023
Q1 		$237K Sell
441
-58
-12% -$29.6K 0.04% 216
2022
Q4 		$255K Hold
499
– – 0.06% 201
2022
Q3 		$218K Hold
499
– – 0.06% 222
2022
Q2 		$234K Buy
499
+1
+0.2% +$488 0.05% 225
2022
Q1 		$252K Buy
+498
New +$239K 0.06% 198

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

Journey Advisory Group's CHE Position: Q2 2023 in Review

Journey Advisory Group sold out of Chemed (CHE) in Q2 2023, closing a stake of 441 shares — an estimated $237K sold.

Journey Advisory Group first reported a position in CHE in Q1 2022 and held it in 5 quarters. The position peaked at $255K in Q4 2022. 464 funds tracked by Wall St. Rank hold CHE as of Q2 2023.

  • Journey Advisory Group reported no remaining Chemed position as of Q2 2023 after selling out during the quarter.
  • Journey Advisory Group sold 441 Chemed shares in Q2 2023, an estimated $237K.
  • Journey Advisory Group first reported a position in Chemed in Q1 2022 and held it in 5 quarters.
  • Journey Advisory Group's Chemed position peaked at $255K in Q4 2022.
  • 464 funds tracked by Wall St. Rank held Chemed as of Q2 2023.

Based on Journey Advisory Group's 13F filing for Q2 2023, filed 9 Aug 2023.