VIA
CHE icon

Vident Investment Advisory’s Chemed CHE Stock Holding History

Vident Investment Advisory’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
-405
Closed -$218K – 1212
2023
Q1 		$218K Buy
+405
New +$207K 0.01% 1079
2020
Q3 		– Sell
-786
Closed -$355K – 880
2020
Q2 		$355K Buy
+786
New +$351K 0.02% 735
2018
Q3 		– Sell
-13,324
Closed -$4.29M – 943
2018
Q2 		$4.29M Buy
13,324
+479
+4% +$150K 0.17% 102
2018
Q1 		$3.68M Sell
12,845
-637
-5% -$169K 0.15% 140
2017
Q4 		$3.28M Buy
13,482
+814
+6% +$185K 0.15% 166
2017
Q3 		$2.56M Sell
12,668
-1,458
-10% -$287K 0.14% 218
2017
Q2 		$2.89M Buy
14,126
+170
+1% +$33.9K 0.24% 103
2017
Q1 		$2.55M Sell
13,956
-1,266
-8% -$221K 0.25% 142
2016
Q4 		$2.44M Sell
15,222
-86
-0.6% -$12.6K 0.3% 151
2016
Q3 		$2.16M Buy
15,308
+832
+6% +$116K 0.29% 188
2016
Q2 		$1.97M Sell
14,476
-13,990
-49% -$1.86M 0.28% 192
2016
Q1 		$3.86M Buy
28,466
+14,557
+105% +$1.97M 0.24% 215
2015
Q4 		$2.08M Buy
13,909
+7,444
+115% +$1.1M 0.26% 196
2015
Q3 		$863K Sell
6,465
-2,092
-24% -$293K 0.12% 239
2015
Q2 		$1.12M Buy
8,557
+383
+5% +$47.4K 0.15% 192
2015
Q1 		$976K Buy
8,174
+2,233
+38% +$248K 0.2% 136
2014
Q4 		$628K Buy
+5,941
New +$628K 0.21% 153

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Vident Investment Advisory's CHE Position: Q2 2023 in Review

Vident Investment Advisory sold out of Chemed (CHE) in Q2 2023, closing a stake of 405 shares — an estimated $218K sold.

Vident Investment Advisory first reported a position in CHE in Q4 2014 and held it in 17 quarters. The position peaked at $4.29M in Q2 2018. 464 funds tracked by Wall St. Rank hold CHE as of Q2 2023.

  • Vident Investment Advisory reported no remaining Chemed position as of Q2 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 405 Chemed shares in Q2 2023, an estimated $218K.
  • Vident Investment Advisory first reported a position in Chemed in Q4 2014 and held it in 17 quarters.
  • Vident Investment Advisory's Chemed position peaked at $4.29M in Q2 2018.
  • 464 funds tracked by Wall St. Rank held Chemed as of Q2 2023.

Based on Vident Investment Advisory's 13F filing for Q2 2023, filed 11 Aug 2023.