Sugarloaf Wealth Management’s Chemed CHE Stock Holding History

Sugarloaf Wealth Management’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	$3.79M	Buy	7,150 +1,285	+22%	+$724K	0.72%	26
2024 Q3	$3.52M	Buy	5,865 +175	+3%	+$99.2K	0.67%	28
2024 Q2	$3.09M	Buy	5,690 +125	+2%	+$71.6K	0.63%	30
2024 Q1	$3.57M	Buy	5,565 +285	+5%	+$173K	0.74%	24
2023 Q4	$3.09M	Buy	5,280 +127	+2%	+$71.1K	0.74%	28
2023 Q3	$2.68M	Buy	5,153 +396	+8%	+$206K	0.68%	28
2023 Q2	$2.58M	Buy	4,757 +161	+4%	+$88K	0.6%	26
2023 Q1	$2.47M	Buy	4,596 +70	+2%	+$35.7K	0.61%	26
2022 Q4	$2.31M	Buy	4,526 +45	+1%	+$21.9K	0.58%	29
2022 Q3	$1.96M	Buy	4,481 +262	+6%	+$126K	0.5%	34
2022 Q2	$1.98M	Sell	4,219 -40	-0.9%	-$19.5K	0.5%	35
2022 Q1	$2.18M	Buy	4,259 +342	+9%	+$164K	0.52%	33
2021 Q4	$2.07M	Buy	3,917 +288	+8%	+$138K	0.49%	35
2021 Q3	$1.69M	Buy	3,629 +693	+24%	+$327K	0.44%	36
2021 Q2	$1.4M	Buy	2,936 +315	+12%	+$151K	0.38%	38
2021 Q1	$1.21K	Buy	2,621 +183	+8%	+$89.7K	0.36%	39
2020 Q4	$1.3M	Buy	2,438 +148	+6%	+$72.7K	0.43%	34
2020 Q3	$1.11M	Buy	2,290 +2,270	+11,350%	+$1.11M	0.4%	38
2020 Q2	$9K	Hold	20	–	–	﹤0.01%	454
2020 Q1	$9K	Buy	+20	New	+$8.93K	﹤0.01%	441

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

Sugarloaf Wealth Management's CHE Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Chemed (CHE) stake by 22% in Q4 2024, buying an estimated $724K and bringing the position to 7,150 shares worth $3.79M. The position accounts for 0.72% of the portfolio, ranked #26.

Sugarloaf Wealth Management first reported a position in CHE in Q1 2020 and has held it in 20 quarters since. 528 funds tracked by Wall St. Rank hold CHE as of Q4 2024.

Sugarloaf Wealth Management held 7,150 shares of Chemed worth $3.79M as of Q4 2024.
Sugarloaf Wealth Management bought 1,285 Chemed shares in Q4 2024, an estimated $724K.
Chemed made up 0.72% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #26 holding.
Sugarloaf Wealth Management first reported a position in Chemed in Q1 2020 and has held it in 20 quarters since.
528 funds tracked by Wall St. Rank held Chemed as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.