KWAG
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Kiely Wealth Advisory Group’s Chemed CHE Stock Holding History

Kiely Wealth 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
2024
Q4 		$3.32K Hold
6
– – ﹤0.01% 277
2024
Q3 		$3.39K Hold
6
– – ﹤0.01% 274
2024
Q2 		$3.48K Hold
6
– – ﹤0.01% 255
2024
Q1 		$3.39K Hold
6
– – ﹤0.01% 232
2023
Q4 		$3.57K Buy
+6
New +$3.36K ﹤0.01% 222

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

Kiely Wealth Advisory Group's CHE Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Chemed (CHE) position steady in Q4 2024 at 6 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Kiely Wealth Advisory Group first reported a position in CHE in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.57K in Q4 2023. 528 funds tracked by Wall St. Rank hold CHE as of Q4 2024.

  • Kiely Wealth Advisory Group held 6 shares of Chemed worth $3.32K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Chemed share count unchanged in Q4 2024.
  • Chemed made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #277 holding.
  • Kiely Wealth Advisory Group first reported a position in Chemed in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Chemed position peaked at $3.57K in Q4 2023.
  • 528 funds tracked by Wall St. Rank held Chemed as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.