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Prevail Innovative Wealth Advisors’s Chemed CHE Stock Holding History

Prevail Innovative Wealth 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
-9,723
Closed -$5.15M – 175
2024
Q4 		$5.15M Buy
9,723
+4,166
+75% +$2.35M 1.49% 16
2024
Q3 		$3.34M Buy
+5,557
New +$3.15M 1.02% 29

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
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

Prevail Innovative Wealth Advisors's CHE Position: Q1 2025 in Review

Prevail Innovative Wealth Advisors sold out of Chemed (CHE) in Q1 2025, closing a stake of 9,723 shares — an estimated $5.15M sold.

Prevail Innovative Wealth Advisors first reported a position in CHE in Q3 2024 and held it in 2 quarters. The position peaked at $5.15M in Q4 2024. 553 funds tracked by Wall St. Rank hold CHE as of Q1 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Chemed position as of Q1 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 9,723 Chemed shares in Q1 2025, an estimated $5.15M.
  • Prevail Innovative Wealth Advisors first reported a position in Chemed in Q3 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Chemed position peaked at $5.15M in Q4 2024.
  • 553 funds tracked by Wall St. Rank held Chemed as of Q1 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.