PFS
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Prospera Financial Services’s Chemed CHE Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-589
Closed -$362K – 1320
2025
Q1 		$362K Sell
589
-5
-0.8% -$2.84K 0.01% 912
2024
Q4 		$315K Buy
594
+10
+2% +$5.64K 0.01% 914
2024
Q3 		$351K Buy
584
+12
+2% +$6.8K 0.01% 862
2024
Q2 		$310K Sell
572
-21
-4% -$12K 0.01% 905
2024
Q1 		$381K Sell
593
-42
-7% -$25.5K 0.01% 805
2023
Q4 		$371K Sell
635
-140
-18% -$78.3K 0.01% 759
2023
Q3 		$403K Buy
775
+285
+58% +$148K 0.02% 684
2023
Q2 		$266K Sell
490
-2
-0.4% -$1.09K 0.01% 850
2023
Q1 		$265K Buy
+492
New +$251K 0.01% 819
2022
Q3 		– Sell
-236
Closed -$111K – 963
2022
Q2 		$111K Sell
236
-36
-13% -$17.6K 0.01% 871
2022
Q1 		$138K Buy
+272
New +$130K 0.01% 1005

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Neuberger Berman Group
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State Street
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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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return