TJHA
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Thomas J. Herzfeld Advisors’s Chemed CHE Stock Holding History

Thomas J. Herzfeld 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
Q4 		– Sell
-7
Closed -$3.64K – 194
2023
Q3 		$3.64K Hold
7
– – ﹤0.01% 285
2023
Q2 		$3.79K Hold
7
– – ﹤0.01% 287
2023
Q1 		$3.76K Buy
7
+1
+17% +$510 ﹤0.01% 264
2022
Q4 		$3.06K Hold
6
– – ﹤0.01% 279
2022
Q3 		$3K Hold
6
– – ﹤0.01% 243
2022
Q2 		$3K Hold
6
– – ﹤0.01% 248
2022
Q1 		$3K Hold
6
– – ﹤0.01% 280
2021
Q4 		$3K Buy
6
+1
+20% +$480 ﹤0.01% 320
2021
Q3 		$2K Hold
5
– – ﹤0.01% 325
2021
Q2 		$2K Hold
5
– – ﹤0.01% 339
2021
Q1 		$2K Buy
+5
New +$2.45K ﹤0.01% 333

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Neuberger Berman Group
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return