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Kapitalo Investimentos’s Chemed CHE Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-853
Closed -$499K – 314
2023
Q4 		$499K Buy
+853
New +$477K 0.1% 101
2023
Q3 		– Sell
-96
Closed -$52K – 557
2023
Q2 		$52K Buy
+96
New +$52.5K 0.01% 399

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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
Morgan Stanley
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

Kapitalo Investimentos's CHE Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Chemed (CHE) in Q1 2024, closing a stake of 853 shares — an estimated $499K sold.

Kapitalo Investimentos first reported a position in CHE in Q2 2023 and held it in 2 quarters. The position peaked at $499K in Q4 2023. 510 funds tracked by Wall St. Rank hold CHE as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Chemed position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 853 Chemed shares in Q1 2024, an estimated $499K.
  • Kapitalo Investimentos first reported a position in Chemed in Q2 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Chemed position peaked at $499K in Q4 2023.
  • 510 funds tracked by Wall St. Rank held Chemed as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.