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	–	949
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 $5.7T AUM 30.48% 1-Year Est. Return

William Blair Investment Management

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

Neuberger Berman Group

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

Kayne Anderson Rudnick Investment Management

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Impax Asset Management Group

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