MWM
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Moran Wealth Management’s Chemed CHE Stock Holding History

Moran Wealth 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
2025
Q1 		– Sell
-34,043
Closed -$18M – 450
2024
Q4 		$18M Buy
34,043
+20
+0.1% +$11.3K 0.58% 52
2024
Q3 		$20.4M Buy
34,023
+64
+0.2% +$36.3K 0.63% 47
2024
Q2 		$18.4M Sell
33,959
-4,049
-11% -$2.32M 0.61% 46
2024
Q1 		$24.4M Sell
38,008
-967
-2% -$587K 0.79% 27
2023
Q4 		$22.8M Buy
38,975
+4,735
+14% +$2.65M 0.81% 25
2023
Q3 		$17.8M Buy
34,240
+4
+0% +$2.08K 0.69% 44
2023
Q2 		$18.5M Sell
34,236
-612
-2% -$335K 0.7% 46
2023
Q1 		$18.7M Sell
34,848
-376
-1% -$192K 0.71% 41
2022
Q4 		$18M Buy
+35,224
New +$17.1M 0.68% 39

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moran Wealth Management's CHE Position: Q1 2025 in Review

Moran Wealth Management sold out of Chemed (CHE) in Q1 2025, closing a stake of 34,043 shares — an estimated $18M sold.

Moran Wealth Management first reported a position in CHE in Q4 2022 and held it in 9 quarters. The position peaked at $24.4M in Q1 2024. 554 funds tracked by Wall St. Rank hold CHE as of Q1 2025.

  • Moran Wealth Management reported no remaining Chemed position as of Q1 2025 after selling out during the quarter.
  • Moran Wealth Management sold 34,043 Chemed shares in Q1 2025, an estimated $18M.
  • Moran Wealth Management first reported a position in Chemed in Q4 2022 and held it in 9 quarters.
  • Moran Wealth Management's Chemed position peaked at $24.4M in Q1 2024.
  • 554 funds tracked by Wall St. Rank held Chemed as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.