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Schubert & Co’s Chemed CHE Stock Holding History

Schubert & 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
2023
Q2 		– Sell
-12
Closed -$6.45K – 310
2023
Q1 		$6.45K Hold
12
– – 0.01% 356
2022
Q4 		$6.13K Buy
12
+3
+33% +$1.46K 0.01% 360
2022
Q3 		$4K Buy
9
+2
+29% +$962 ﹤0.01% 470
2022
Q2 		$3K Buy
7
+2
+40% +$976 ﹤0.01% 547
2022
Q1 		$3K Hold
5
– – ﹤0.01% 255
2021
Q4 		$3K Buy
+5
New +$2.4K ﹤0.01% 208

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Schubert & Co's CHE Position: Q2 2023 in Review

Schubert & Co sold out of Chemed (CHE) in Q2 2023, closing a stake of 12 shares — an estimated $6.45K sold.

Schubert & Co first reported a position in CHE in Q4 2021 and held it in 6 quarters. The position peaked at $6.45K in Q1 2023. 464 funds tracked by Wall St. Rank hold CHE as of Q2 2023.

  • Schubert & Co reported no remaining Chemed position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 12 Chemed shares in Q2 2023, an estimated $6.45K.
  • Schubert & Co first reported a position in Chemed in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Chemed position peaked at $6.45K in Q1 2023.
  • 464 funds tracked by Wall St. Rank held Chemed as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.