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Perkins Coie Trust Company’s Chemed CHE Stock Holding History

Perkins Coie Trust Company’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
2023
Q4 		– Sell
-12
Closed -$6.24K – 346
2023
Q3 		$6.24K Buy
+12
New +$6.24K ﹤0.01% 265
2021
Q4 		– Sell
-4
Closed -$2K – 235
2021
Q3 		$2K Hold
4
– – ﹤0.01% 253
2021
Q2 		$2K Buy
+4
New +$1.92K ﹤0.01% 264

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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
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

Perkins Coie Trust Company's CHE Position: Q4 2023 in Review

Perkins Coie Trust Company sold out of Chemed (CHE) in Q4 2023, closing a stake of 12 shares — an estimated $6.24K sold.

Perkins Coie Trust Company first reported a position in CHE in Q2 2021 and held it in 3 quarters. The position peaked at $6.24K in Q3 2023. 500 funds tracked by Wall St. Rank hold CHE as of Q4 2023.

  • Perkins Coie Trust Company reported no remaining Chemed position as of Q4 2023 after selling out during the quarter.
  • Perkins Coie Trust Company sold 12 Chemed shares in Q4 2023, an estimated $6.24K.
  • Perkins Coie Trust Company first reported a position in Chemed in Q2 2021 and held it in 3 quarters.
  • Perkins Coie Trust Company's Chemed position peaked at $6.24K in Q3 2023.
  • 500 funds tracked by Wall St. Rank held Chemed as of Q4 2023.

Based on Perkins Coie Trust Company's 13F filing for Q4 2023, filed 9 Jan 2024.