MFG
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Mendota Financial Group’s Chemed CHE Stock Holding History

Mendota Financial 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
Q1 		– Sell
-24
Closed -$14K – 338
2023
Q4 		$14K Sell
24
-176
-88% -$98.5K 0.01% 260
2023
Q3 		$104K Hold
200
– – 0.11% 92
2023
Q2 		$108K Hold
200
– – 0.12% 85
2023
Q1 		$101K Hold
200
– – 0.1% 92
2022
Q4 		$102K Buy
+200
New +$97.4K 0.13% 90

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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

Mendota Financial Group's CHE Position: Q1 2024 in Review

Mendota Financial Group sold out of Chemed (CHE) in Q1 2024, closing a stake of 24 shares — an estimated $14K sold.

Mendota Financial Group first reported a position in CHE in Q4 2022 and held it in 5 quarters. The position peaked at $108K in Q2 2023. 511 funds tracked by Wall St. Rank hold CHE as of Q1 2024.

  • Mendota Financial Group reported no remaining Chemed position as of Q1 2024 after selling out during the quarter.
  • Mendota Financial Group sold 24 Chemed shares in Q1 2024, an estimated $14K.
  • Mendota Financial Group first reported a position in Chemed in Q4 2022 and held it in 5 quarters.
  • Mendota Financial Group's Chemed position peaked at $108K in Q2 2023.
  • 511 funds tracked by Wall St. Rank held Chemed as of Q1 2024.

Based on Mendota Financial Group's 13F filing for Q1 2024, filed 25 Apr 2024.