SW
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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 $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

SkyOak Wealth's CHE Position: Q1 2024 in Review

SkyOak Wealth sold out of Chemed (CHE) in Q1 2024, closing a stake of 523 shares — an estimated $306K sold.

SkyOak Wealth first reported a position in CHE in Q4 2021 and held it in 8 quarters. The position peaked at $306K in Q4 2023. 511 funds tracked by Wall St. Rank hold CHE as of Q1 2024.

  • SkyOak Wealth reported no remaining Chemed position as of Q1 2024 after selling out during the quarter.
  • SkyOak Wealth sold 523 Chemed shares in Q1 2024, an estimated $306K.
  • SkyOak Wealth first reported a position in Chemed in Q4 2021 and held it in 8 quarters.
  • SkyOak Wealth's Chemed position peaked at $306K in Q4 2023.
  • 511 funds tracked by Wall St. Rank held Chemed as of Q1 2024.

Based on SkyOak Wealth's 13F filing for Q1 2024, filed 29 Apr 2024.