PPWM
CHE icon

PFG Private Wealth Management’s Chemed CHE Stock Holding History

PFG Private 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
2022
Q4 		– Sell
-7
Closed -$3K – 362
2022
Q3 		$3K Buy
+7
New +$3.37K ﹤0.01% 248
2021
Q4 		– Sell
-158
Closed -$73K – 315
2021
Q3 		$73K Buy
+158
New +$74.5K 0.04% 119

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFG Private Wealth Management's CHE Position: Q4 2022 in Review

PFG Private Wealth Management sold out of Chemed (CHE) in Q4 2022, closing a stake of 7 shares — an estimated $3K sold.

PFG Private Wealth Management first reported a position in CHE in Q3 2021 and held it in 2 quarters. The position peaked at $73K in Q3 2021. 442 funds tracked by Wall St. Rank hold CHE as of Q4 2022.

  • PFG Private Wealth Management reported no remaining Chemed position as of Q4 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 7 Chemed shares in Q4 2022, an estimated $3K.
  • PFG Private Wealth Management first reported a position in Chemed in Q3 2021 and held it in 2 quarters.
  • PFG Private Wealth Management's Chemed position peaked at $73K in Q3 2021.
  • 442 funds tracked by Wall St. Rank held Chemed as of Q4 2022.

Based on PFG Private Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.