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Moneta Group Investment Advisors’s Chemed CHE Stock Holding History

Moneta Group Investment Advisors’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
2022
Q3 		– Sell
-716
Closed -$336K – 440
2022
Q2 		$336K Buy
716
+15
+2% +$7.32K 0.01% 365
2022
Q1 		$355K Buy
+701
New +$336K 0.01% 332

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moneta Group Investment Advisors's CHE Position: Q3 2022 in Review

Moneta Group Investment Advisors sold out of Chemed (CHE) in Q3 2022, closing a stake of 716 shares — an estimated $336K sold.

Moneta Group Investment Advisors first reported a position in CHE in Q1 2022 and held it in 2 quarters. The position peaked at $355K in Q1 2022. 419 funds tracked by Wall St. Rank hold CHE as of Q3 2022.

  • Moneta Group Investment Advisors reported no remaining Chemed position as of Q3 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 716 Chemed shares in Q3 2022, an estimated $336K.
  • Moneta Group Investment Advisors first reported a position in Chemed in Q1 2022 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Chemed position peaked at $355K in Q1 2022.
  • 419 funds tracked by Wall St. Rank held Chemed as of Q3 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.