Sageworth Trust Company of South Dakota’s Chemed CHE Stock Holding History

Sageworth Trust Company of South Dakota’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
2023 Q2	–	Sell	-56	Closed	-$30.1K	–	68
2023 Q1	$30.1K	Hold	56	–	–	0.07%	64
2022 Q4	$29K	Hold	56	–	–	0.07%	66
2022 Q3	$24K	Sell	56 -33	-37%	-$15.9K	0.06%	59
2022 Q2	$42K	Sell	89 -63	-41%	-$30.7K	0.09%	56
2022 Q1	$77K	Sell	152 -55	-27%	-$26.4K	0.14%	50
2021 Q4	$110K	Buy	+207	New	+$99.4K	0.17%	56

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota's CHE Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of Chemed (CHE) in Q2 2023, closing a stake of 56 shares — an estimated $30.1K sold.

Sageworth Trust Company of South Dakota first reported a position in CHE in Q4 2021 and held it in 6 quarters. The position peaked at $110K in Q4 2021. 464 funds tracked by Wall St. Rank hold CHE as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Chemed position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 56 Chemed shares in Q2 2023, an estimated $30.1K.
Sageworth Trust Company of South Dakota first reported a position in Chemed in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's Chemed position peaked at $110K in Q4 2021.
464 funds tracked by Wall St. Rank held Chemed as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.