TCI Wealth Advisors’s Chemed CHE Stock Holding History

TCI 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 Q2	–	Sell	-4	Closed	-$2.15K	–	571
2023 Q1	$2.15K	Hold	4	–	–	﹤0.01%	1950
2022 Q4	$2.04K	Hold	4	–	–	﹤0.01%	1971
2022 Q3	$2K	Buy	+4	New	+$1.92K	﹤0.01%	1903
2019 Q4	–	Sell	-2	Closed	-$1K	–	1546
2019 Q3	$1K	Buy	+2	New	+$816	﹤0.01%	1246
2016 Q2	–	Sell	-14	Closed	-$2K	–	1305
2016 Q1	$2K	Buy	+14	New	+$1.89K	﹤0.01%	925

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

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

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

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

TCI Wealth Advisors's CHE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Chemed (CHE) in Q2 2023, closing a stake of 4 shares — an estimated $2.15K sold.

TCI Wealth Advisors first reported a position in CHE in Q1 2016 and held it in 5 quarters. The position peaked at $2.15K in Q1 2023. 464 funds tracked by Wall St. Rank hold CHE as of Q2 2023.

TCI Wealth Advisors reported no remaining Chemed position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 4 Chemed shares in Q2 2023, an estimated $2.15K.
TCI Wealth Advisors first reported a position in Chemed in Q1 2016 and held it in 5 quarters.
TCI Wealth Advisors's Chemed position peaked at $2.15K in Q1 2023.
464 funds tracked by Wall St. Rank held Chemed as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.