Sound Income Strategies’s Chemed CHE Stock Holding History

Sound Income Strategies’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 Q4	–	Sell	-334	Closed	-$201K	–	1490
2024 Q3	$201K	Buy	+334	New	+$189K	0.01%	249
2021 Q3	–	Sell	-1	Closed	–	–	837
2021 Q2	$0	Hold	1	–	–	﹤0.01%	898
2021 Q1	$460	Hold	1	–	–	﹤0.01%	895
2020 Q4	$1K	Hold	1	–	–	﹤0.01%	767
2020 Q3	$0	Hold	1	–	–	﹤0.01%	850
2020 Q2	$0	Hold	1	–	–	﹤0.01%	790
2020 Q1	$0	Hold	1	–	–	﹤0.01%	769
2019 Q4	$0	Hold	1	–	–	﹤0.01%	710
2019 Q3	$0	Hold	1	–	–	﹤0.01%	679
2019 Q2	$0	Hold	1	–	–	﹤0.01%	679
2019 Q1	$0	Hold	1	–	–	﹤0.01%	687
2018 Q4	$0	Hold	1	–	–	﹤0.01%	688
2018 Q3	$0	Hold	1	–	–	﹤0.01%	711
2018 Q2	$0	Hold	1	–	–	﹤0.01%	637
2018 Q1	$0	Hold	1	–	–	﹤0.01%	601
2017 Q4	$0	Buy	+1	New	+$227	﹤0.01%	517

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sound Income Strategies's CHE Position: Q4 2024 in Review

Sound Income Strategies sold out of Chemed (CHE) in Q4 2024, closing a stake of 334 shares — an estimated $201K sold.

Sound Income Strategies first reported a position in CHE in Q4 2017 and held it in 16 quarters. The position peaked at $201K in Q3 2024. 529 funds tracked by Wall St. Rank hold CHE as of Q4 2024.

Sound Income Strategies reported no remaining Chemed position as of Q4 2024 after selling out during the quarter.
Sound Income Strategies sold 334 Chemed shares in Q4 2024, an estimated $201K.
Sound Income Strategies first reported a position in Chemed in Q4 2017 and held it in 16 quarters.
Sound Income Strategies's Chemed position peaked at $201K in Q3 2024.
529 funds tracked by Wall St. Rank held Chemed as of Q4 2024.

Based on Sound Income Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.