Tucker Asset Management’s Chemed CHE Stock Holding History

Tucker Asset 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	–	Sell	-382	Closed	-$230K	–	1550
2024 Q3	$230K	Buy	+382	New	+$217K	0.05%	133

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

Tucker Asset Management's CHE Position: Q4 2024 in Review

Tucker Asset Management sold out of Chemed (CHE) in Q4 2024, closing a stake of 382 shares — an estimated $230K sold.

Tucker Asset Management first reported a position in CHE in Q3 2024 and held it in 1 quarter. The position peaked at $230K in Q3 2024. 528 funds tracked by Wall St. Rank hold CHE as of Q4 2024.

Tucker Asset Management reported no remaining Chemed position as of Q4 2024 after selling out during the quarter.
Tucker Asset Management sold 382 Chemed shares in Q4 2024, an estimated $230K.
Tucker Asset Management first reported a position in Chemed in Q3 2024 and held it in 1 quarter.
Tucker Asset Management's Chemed position peaked at $230K in Q3 2024.
528 funds tracked by Wall St. Rank held Chemed as of Q4 2024.

Based on Tucker Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.