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Perigon Wealth Management’s Chemed CHE Stock Holding History

Perigon 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
2024
Q3 		– Sell
-430
Closed -$233K – 1000
2024
Q2 		$233K Buy
+430
New +$246K 0.01% 768

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Perigon Wealth Management's CHE Position: Q3 2024 in Review

Perigon Wealth Management sold out of Chemed (CHE) in Q3 2024, closing a stake of 430 shares — an estimated $233K sold.

Perigon Wealth Management first reported a position in CHE in Q2 2024 and held it in 1 quarter. The position peaked at $233K in Q2 2024. 527 funds tracked by Wall St. Rank hold CHE as of Q3 2024.

  • Perigon Wealth Management reported no remaining Chemed position as of Q3 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 430 Chemed shares in Q3 2024, an estimated $233K.
  • Perigon Wealth Management first reported a position in Chemed in Q2 2024 and held it in 1 quarter.
  • Perigon Wealth Management's Chemed position peaked at $233K in Q2 2024.
  • 527 funds tracked by Wall St. Rank held Chemed as of Q3 2024.

Based on Perigon Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.