Ridgewood Investments’s Chemed CHE Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-7	Closed	-$3.78K	–	739
2024 Q2	$3.78K	Buy	+7	New	+$4.01K	﹤0.01%	618
2023 Q3	–	Sell	-7	Closed	-$3.77K	–	268
2023 Q2	$3.77K	Hold	7	–	–	﹤0.01%	631
2023 Q1	$3.75K	Buy	+7	New	+$3.57K	﹤0.01%	630
2021 Q1	–	Sell	-1,087	Closed	-$522K	–	195
2020 Q4	$522K	Hold	1,087	–	–	0.41%	80
2020 Q3	$522K	Sell	1,087 -20	-2%	-$9.81K	0.41%	81
2020 Q2	$499K	Hold	1,107	–	–	0.41%	87
2020 Q1	$480K	Hold	1,107	–	–	0.49%	64
2019 Q4	$486K	Hold	1,107	–	–	0.34%	93
2019 Q3	$462K	Hold	1,107	–	–	0.36%	88
2019 Q2	$399K	Hold	1,107	–	–	0.31%	106
2019 Q1	$354K	Hold	1,107	–	–	0.29%	113
2018 Q4	$354K	Hold	1,107	–	–	0.28%	101
2018 Q3	$354K	Hold	1,107	–	–	0.28%	102
2018 Q2	$356K	Hold	1,107	–	–	0.32%	96
2018 Q1	$302K	Hold	1,107	–	–	0.28%	107
2017 Q4	$269K	Hold	1,107	–	–	0.24%	121
2017 Q3	$224K	Hold	1,107	–	–	0.21%	129
2017 Q2	$226K	Hold	1,107	–	–	0.23%	124
2017 Q1	$202K	Buy	+1,107	New	+$193K	0.22%	126

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Ridgewood Investments's CHE Position: Q3 2024 in Review

Ridgewood Investments sold out of Chemed (CHE) in Q3 2024, closing a stake of 7 shares — an estimated $3.78K sold.

Ridgewood Investments first reported a position in CHE in Q1 2017 and held it in 19 quarters. The position peaked at $522K in Q4 2020. 528 funds tracked by Wall St. Rank hold CHE as of Q3 2024.

Ridgewood Investments reported no remaining Chemed position as of Q3 2024 after selling out during the quarter.
Ridgewood Investments sold 7 Chemed shares in Q3 2024, an estimated $3.78K.
Ridgewood Investments first reported a position in Chemed in Q1 2017 and held it in 19 quarters.
Ridgewood Investments's Chemed position peaked at $522K in Q4 2020.
528 funds tracked by Wall St. Rank held Chemed as of Q3 2024.

Based on Ridgewood Investments's 13F filing for Q3 2024, filed 4 Oct 2024.