SW
CHE icon

SkyOak Wealth’s Chemed CHE Stock Holding History

SkyOak Wealth’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
Q1 		– Sell
-523
Closed -$306K – 254
2023
Q4 		$306K Sell
523
-3
-0.6% -$1.68K 0.08% 178
2023
Q3 		$273K Buy
526
+12
+2% +$6.24K 0.08% 181
2023
Q2 		$278K Buy
514
+29
+6% +$15.9K 0.08% 179
2023
Q1 		$261K Buy
485
+43
+10% +$21.9K 0.08% 181
2022
Q4 		$226K Buy
+442
New +$215K 0.08% 188
2022
Q3 		– Sell
-430
Closed -$202K – 223
2022
Q2 		$202K Sell
430
-46
-10% -$22.4K 0.07% 195
2022
Q1 		$241K Buy
476
+9
+2% +$4.32K 0.07% 199
2021
Q4 		$247K Buy
+467
New +$224K 0.06% 199

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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