OneDigital Investment Advisors’s Chemed CHE Stock Holding History

OneDigital 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
2024 Q1	–	Sell	-379	Closed	-$221K	–	1102
2023 Q4	$221K	Buy	+379	New	+$212K	﹤0.01%	1021
2023 Q3	–	Sell	-412	Closed	-$223K	–	995
2023 Q2	$223K	Sell	412 -40	-9%	-$21.9K	﹤0.01%	921
2023 Q1	$243K	Buy	452 +3	+0.7%	+$1.53K	0.01%	843
2022 Q4	$229K	Sell	449 -9	-2%	-$4.38K	0.01%	738
2022 Q3	$200K	Sell	458 -17	-4%	-$8.18K	0.01%	712
2022 Q2	$223K	Buy	+475	New	+$232K	0.01%	632
2019 Q3	–	Sell	-50	Closed	-$18K	–	658
2019 Q2	$18K	Sell	50 -25	-33%	-$8.36K	﹤0.01%	827
2019 Q1	$24K	Hold	75	–	–	﹤0.01%	676
2018 Q4	$21K	Hold	75	–	–	﹤0.01%	678
2018 Q3	$24K	Hold	75	–	–	0.01%	600
2018 Q2	$24K	Sell	75 -125	-63%	-$39.1K	0.01%	738
2018 Q1	$55K	Sell	200 -200	-50%	-$53K	0.01%	492
2017 Q4	$97K	Hold	400	–	–	0.01%	345
2017 Q3	$81K	Hold	400	–	–	0.03%	274
2017 Q2	$82K	Buy	+400	New	+$79.7K	0.02%	358

Other funds holding CHE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

OneDigital Investment Advisors's CHE Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of Chemed (CHE) in Q1 2024, closing a stake of 379 shares — an estimated $221K sold.

OneDigital Investment Advisors first reported a position in CHE in Q2 2017 and held it in 15 quarters. The position peaked at $243K in Q1 2023. 511 funds tracked by Wall St. Rank hold CHE as of Q1 2024.

OneDigital Investment Advisors reported no remaining Chemed position as of Q1 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 379 Chemed shares in Q1 2024, an estimated $221K.
OneDigital Investment Advisors first reported a position in Chemed in Q2 2017 and held it in 15 quarters.
OneDigital Investment Advisors's Chemed position peaked at $243K in Q1 2023.
511 funds tracked by Wall St. Rank held Chemed as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.