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Parr McKnight Wealth Management Group’s Chemed CHE Stock Holding History

Parr McKnight Wealth Management 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
2025
Q1 		– Sell
-1,730
Closed -$917K – 230
2024
Q4 		$917K Buy
+1,730
New +$975K 0.13% 156

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parr McKnight Wealth Management Group's CHE Position: Q1 2025 in Review

Parr McKnight Wealth Management Group sold out of Chemed (CHE) in Q1 2025, closing a stake of 1,730 shares — an estimated $917K sold.

Parr McKnight Wealth Management Group first reported a position in CHE in Q4 2024 and held it in 1 quarter. The position peaked at $917K in Q4 2024. 553 funds tracked by Wall St. Rank hold CHE as of Q1 2025.

  • Parr McKnight Wealth Management Group reported no remaining Chemed position as of Q1 2025 after selling out during the quarter.
  • Parr McKnight Wealth Management Group sold 1,730 Chemed shares in Q1 2025, an estimated $917K.
  • Parr McKnight Wealth Management Group first reported a position in Chemed in Q4 2024 and held it in 1 quarter.
  • Parr McKnight Wealth Management Group's Chemed position peaked at $917K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held Chemed as of Q1 2025.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2025, filed 30 Apr 2025.