Sutton Wealth Advisors’s Chemed CHE Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-1	Closed	-$510	–	948
2022 Q4	$510	Sell	1 -1	-50%	-$487	﹤0.01%	1487
2022 Q3	$873	Buy	2 +1	+100%	+$481	﹤0.01%	1329
2022 Q2	$469	Hold	1	–	–	﹤0.01%	1473
2022 Q1	$507	Sell	1 -1	-50%	-$480	﹤0.01%	1483
2021 Q4	$1.06K	Buy	+2	New	+$960	﹤0.01%	1315
2018 Q4	–	Sell	-39	Closed	-$12.5K	–	1142
2018 Q3	$12.5K	Hold	39	–	–	0.01%	743
2018 Q2	$12.6K	Sell	39 -124	-76%	-$38.8K	0.01%	772
2018 Q1	$44.5K	Hold	163	–	–	0.03%	302
2017 Q4	$39.6K	Hold	163	–	–	0.03%	338
2017 Q3	$32.9K	Hold	163	–	–	0.03%	377
2017 Q2	$33.3K	Hold	163	–	–	0.03%	355
2017 Q1	$29.8K	Hold	163	–	–	0.02%	376
2016 Q4	$26.1K	Hold	163	–	–	0.02%	411
2016 Q3	$23K	Hold	163	–	–	0.02%	428
2016 Q2	$22.2K	Sell	163 -157	-49%	-$20.8K	0.02%	418
2016 Q1	$43.3K	Buy	+320	New	+$43.3K	0.04%	268

Other funds holding CHE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Sutton Wealth Advisors's CHE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Chemed (CHE) in Q1 2023, closing a stake of 1 share — an estimated $510 sold.

Sutton Wealth Advisors first reported a position in CHE in Q1 2016 and held it in 16 quarters. The position peaked at $44.5K in Q1 2018. 459 funds tracked by Wall St. Rank hold CHE as of Q1 2023.

Sutton Wealth Advisors reported no remaining Chemed position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1 Chemed share in Q1 2023, an estimated $510.
Sutton Wealth Advisors first reported a position in Chemed in Q1 2016 and held it in 16 quarters.
Sutton Wealth Advisors's Chemed position peaked at $44.5K in Q1 2018.
459 funds tracked by Wall St. Rank held Chemed as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.