SFG
CHE icon

Steward Financial Group’s Chemed CHE Stock Holding History

Steward Financial Group’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
Q3 		$5K Buy
+11
New +$5.72K ﹤0.01% 593
2023
Q2 		– Sell
-11
Closed -$5K – 556
2023
Q1 		$5K Buy
11
+8
+267% +$4.08K ﹤0.01% 307
2022
Q4 		$1K Buy
+3
New +$1.46K ﹤0.01% 401
2022
Q3 		– Sell
-2
Closed – – 300
2022
Q2 		$0 Buy
+2
New +$976 ﹤0.01% 1022

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

Steward Financial Group's CHE Position: Q3 2023 in Review

Steward Financial Group opened a new position in Chemed (CHE) in Q3 2023: 11 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CHE as recently as Q1 2023.

Steward Financial Group first reported a position in CHE in Q2 2022 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold CHE as of Q3 2023.

  • Steward Financial Group held 11 shares of Chemed worth $5K as of Q3 2023.
  • Chemed was a new Steward Financial Group position in Q3 2023.
  • Chemed made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #593 holding.
  • Steward Financial Group first reported a position in Chemed in Q2 2022 and has held it in 4 quarters since.
  • 457 funds tracked by Wall St. Rank held Chemed as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.