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VisionPoint Advisory Group’s Chemed CHE Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-33
Closed -$17.9K – 326
2024
Q2 		$17.9K Buy
33
+8
+32% +$4.58K 0.01% 407
2024
Q1 		$16K Buy
25
+7
+39% +$4.25K 0.01% 407
2023
Q4 		$10.5K Buy
+18
New +$10.1K ﹤0.01% 415

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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

VisionPoint Advisory Group's CHE Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Chemed (CHE) in Q3 2024, closing a stake of 33 shares — an estimated $17.9K sold.

VisionPoint Advisory Group first reported a position in CHE in Q4 2023 and held it in 3 quarters. The position peaked at $17.9K in Q2 2024. 528 funds tracked by Wall St. Rank hold CHE as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Chemed position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 33 Chemed shares in Q3 2024, an estimated $17.9K.
  • VisionPoint Advisory Group first reported a position in Chemed in Q4 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's Chemed position peaked at $17.9K in Q2 2024.
  • 528 funds tracked by Wall St. Rank held Chemed as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.