MOS
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MGO One Seven’s Chemed CHE Stock Holding History

MGO One Seven’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
-377
Closed -$220K – 913
2023
Q4 		$220K Buy
+377
New +$211K 0.01% 810
2023
Q3 		– Sell
-413
Closed -$224K – 845
2023
Q2 		$224K Buy
413
+2
+0.5% +$1.09K 0.02% 690
2023
Q1 		$221K Sell
411
-17
-4% -$8.67K 0.01% 762
2022
Q4 		$218K Buy
+428
New +$208K 0.02% 647
2022
Q3 		– Sell
-490
Closed -$230K – 722
2022
Q2 		$230K Buy
490
+16
+3% +$7.8K 0.03% 539
2022
Q1 		$240K Sell
474
-28
-6% -$13.4K 0.03% 569
2021
Q4 		$266K Sell
502
-6
-1% -$2.88K 0.03% 538
2021
Q3 		$245K Sell
508
-105
-17% -$49.5K 0.03% 506
2021
Q2 		$291K Buy
613
+5
+0.8% +$2.4K 0.04% 458
2021
Q1 		$279K Buy
608
+8
+1% +$3.92K 0.05% 433
2020
Q4 		$320K Sell
600
-132
-18% -$64.9K 0.07% 349
2020
Q3 		$352K Sell
732
-100
-12% -$49K 0.08% 314
2020
Q2 		$375K Sell
832
-157
-16% -$70.1K 0.1% 286
2020
Q1 		$428K Sell
989
-251
-20% -$112K 0.15% 206
2019
Q4 		$544K Sell
1,240
-35
-3% -$14.7K 0.14% 209
2019
Q3 		$532K Buy
1,275
+233
+22% +$95.1K 0.15% 190
2019
Q2 		$375K Sell
1,042
-358
-26% -$120K 0.12% 234
2019
Q1 		$448K Buy
1,400
+682
+95% +$209K 0.15% 205
2018
Q4 		$203K Buy
718
+3
+0.4% +$905 0.09% 258
2018
Q3 		$228K Buy
+715
New +$228K 0.11% 274
2018
Q1 		$220K Buy
805
+564
+234% +$149K 0.1% 242
2017
Q4 		$59K Buy
+241
New +$54.7K 0.03% 568

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 $3.37T AUM 44.26% 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

MGO One Seven's CHE Position: Q1 2024 in Review

MGO One Seven sold out of Chemed (CHE) in Q1 2024, closing a stake of 377 shares — an estimated $220K sold.

MGO One Seven first reported a position in CHE in Q4 2017 and held it in 22 quarters. The position peaked at $544K in Q4 2019. 511 funds tracked by Wall St. Rank hold CHE as of Q1 2024.

  • MGO One Seven reported no remaining Chemed position as of Q1 2024 after selling out during the quarter.
  • MGO One Seven sold 377 Chemed shares in Q1 2024, an estimated $220K.
  • MGO One Seven first reported a position in Chemed in Q4 2017 and held it in 22 quarters.
  • MGO One Seven's Chemed position peaked at $544K in Q4 2019.
  • 511 funds tracked by Wall St. Rank held Chemed as of Q1 2024.

Based on MGO One Seven's 13F filing for Q1 2024, filed 14 May 2024.