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Plante Moran Financial Advisors’s Chemed CHE Stock Holding History

Plante Moran Financial Advisors’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
-9
Closed -$4.77K – 818
2024
Q4 		$4.77K Buy
+9
New +$5.07K ﹤0.01% 693

Other funds holding CHE

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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

Plante Moran Financial Advisors's CHE Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Chemed (CHE) in Q1 2025, closing a stake of 9 shares — an estimated $4.77K sold.

Plante Moran Financial Advisors first reported a position in CHE in Q4 2024 and held it in 1 quarter. The position peaked at $4.77K in Q4 2024. 553 funds tracked by Wall St. Rank hold CHE as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Chemed position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 9 Chemed shares in Q1 2025, an estimated $4.77K.
  • Plante Moran Financial Advisors first reported a position in Chemed in Q4 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Chemed position peaked at $4.77K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held Chemed as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.