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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

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Neuberger Berman Group
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DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
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. 465 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.
  • 465 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.