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Vaughan Nelson Investment Management’s Chemed CHE Stock Holding History

Vaughan Nelson Investment 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
Q1 		– Sell
-164,518
Closed -$96.2M – 212
2023
Q4 		$96.2M Sell
164,518
-63,522
-28% -$35.5M 0.96% 33
2023
Q3 		$119M Buy
228,040
+4,802
+2% +$2.5M 1.34% 24
2023
Q2 		$121M Buy
223,238
+37,743
+20% +$20.6M 1.34% 23
2023
Q1 		$99.8M Sell
185,495
-867
-0.5% -$442K 1.23% 24
2022
Q4 		$95.1M Buy
186,362
+13,050
+8% +$6.35M 1.23% 22
2022
Q3 		$75.7M Buy
+173,312
New +$83.3M 1.1% 24

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Vaughan Nelson Investment Management's CHE Position: Q1 2024 in Review

Vaughan Nelson Investment Management sold out of Chemed (CHE) in Q1 2024, closing a stake of 164,518 shares — an estimated $96.2M sold.

Vaughan Nelson Investment Management first reported a position in CHE in Q3 2022 and held it in 6 quarters. The position peaked at $121M in Q2 2023. 510 funds tracked by Wall St. Rank hold CHE as of Q1 2024.

  • Vaughan Nelson Investment Management reported no remaining Chemed position as of Q1 2024 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 164,518 Chemed shares in Q1 2024, an estimated $96.2M.
  • Vaughan Nelson Investment Management first reported a position in Chemed in Q3 2022 and held it in 6 quarters.
  • Vaughan Nelson Investment Management's Chemed position peaked at $121M in Q2 2023.
  • 510 funds tracked by Wall St. Rank held Chemed as of Q1 2024.

Based on Vaughan Nelson Investment Management's 13F filing for Q1 2024, filed 18 Apr 2024.