McKinley Capital Management’s Chemed CHE Stock Holding History

McKinley Capital 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	–	Sell	-7,270	Closed	-$4.67M	–	122
2024 Q1	$4.67M	Sell	7,270 -3,030	-29%	-$1.84M	0.56%	66
2023 Q4	$6.02M	Hold	10,300	–	–	0.77%	43
2023 Q3	$5.35M	Hold	10,300	–	–	0.75%	43
2023 Q2	$5.58M	Sell	10,300 -1,300	-11%	-$711K	0.75%	43
2023 Q1	$6.24M	Hold	11,600	–	–	0.83%	37
2022 Q4	$5.92M	Hold	11,600	–	–	0.79%	38
2022 Q3	$5.06M	Hold	11,600	–	–	0.69%	45
2022 Q2	$5.45M	Hold	11,600	–	–	0.71%	45
2022 Q1	$5.88M	Hold	11,600	–	–	0.59%	60
2021 Q4	$6.14M	Hold	11,600	–	–	0.55%	63
2021 Q3	$5.39M	Hold	11,600	–	–	0.51%	73
2021 Q2	$5.5M	Hold	11,600	–	–	0.39%	78
2021 Q1	$5.33M	Hold	11,600	–	–	0.4%	72
2020 Q4	$6.18M	Sell	11,600 -38	-0.3%	-$18.7K	0.44%	70
2020 Q3	$5.59M	Hold	11,638	–	–	0.44%	66
2020 Q2	$5.25M	Sell	11,638 -5	-0%	-$2.23K	0.36%	65
2020 Q1	$5.04M	Sell	11,643 -60	-0.5%	-$26.8K	0.41%	61
2019 Q4	$5.14M	Buy	+11,703	New	+$4.92M	0.34%	69
2019 Q3	–	Sell	-5,653	Closed	-$2.04M	–	180
2019 Q2	$2.04M	Buy	+5,653	New	+$1.89M	0.13%	110

Other funds holding CHE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

DCP

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

McKinley Capital Management's CHE Position: Q2 2024 in Review

McKinley Capital Management sold out of Chemed (CHE) in Q2 2024, closing a stake of 7,270 shares — an estimated $4.67M sold.

McKinley Capital Management first reported a position in CHE in Q2 2019 and held it in 19 quarters. The position peaked at $6.24M in Q1 2023. 514 funds tracked by Wall St. Rank hold CHE as of Q2 2024.

McKinley Capital Management reported no remaining Chemed position as of Q2 2024 after selling out during the quarter.
McKinley Capital Management sold 7,270 Chemed shares in Q2 2024, an estimated $4.67M.
McKinley Capital Management first reported a position in Chemed in Q2 2019 and held it in 19 quarters.
McKinley Capital Management's Chemed position peaked at $6.24M in Q1 2023.
514 funds tracked by Wall St. Rank held Chemed as of Q2 2024.

Based on McKinley Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.