Phoenix Financial’s Chemed CHE Stock Holding History

Phoenix Financial’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 Q2	–	Sell	-500	Closed	-$320K	–	371
2024 Q1	$320K	Buy	+500	New	+$304K	﹤0.01%	320

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

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

DCP

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Phoenix Financial's CHE Position: Q2 2024 in Review

Phoenix Financial sold out of Chemed (CHE) in Q2 2024, closing a stake of 500 shares — an estimated $320K sold.

Phoenix Financial first reported a position in CHE in Q1 2024 and held it in 1 quarter. The position peaked at $320K in Q1 2024. 513 funds tracked by Wall St. Rank hold CHE as of Q2 2024.

Phoenix Financial reported no remaining Chemed position as of Q2 2024 after selling out during the quarter.
Phoenix Financial sold 500 Chemed shares in Q2 2024, an estimated $320K.
Phoenix Financial first reported a position in Chemed in Q1 2024 and held it in 1 quarter.
Phoenix Financial's Chemed position peaked at $320K in Q1 2024.
513 funds tracked by Wall St. Rank held Chemed as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.