RBFC
CHE icon

Roman Butler Fullerton & Co’s Chemed CHE Stock Holding History

Roman Butler Fullerton & Co’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
Q4 		– Sell
-479
Closed -$289K – 237
2024
Q3 		$289K Buy
+479
New +$272K 0.09% 200

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Roman Butler Fullerton & Co's CHE Position: Q4 2024 in Review

Roman Butler Fullerton & Co sold out of Chemed (CHE) in Q4 2024, closing a stake of 479 shares — an estimated $289K sold.

Roman Butler Fullerton & Co first reported a position in CHE in Q3 2024 and held it in 1 quarter. The position peaked at $289K in Q3 2024. 528 funds tracked by Wall St. Rank hold CHE as of Q4 2024.

  • Roman Butler Fullerton & Co reported no remaining Chemed position as of Q4 2024 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 479 Chemed shares in Q4 2024, an estimated $289K.
  • Roman Butler Fullerton & Co first reported a position in Chemed in Q3 2024 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's Chemed position peaked at $289K in Q3 2024.
  • 528 funds tracked by Wall St. Rank held Chemed as of Q4 2024.

Based on Roman Butler Fullerton & Co's 13F filing for Q4 2024, filed 30 Jan 2025.