Wealthfront Advisers
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Wealthfront Advisers’s Chemed CHE Stock Holding History

Wealthfront Advisers’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
Q2 		– Sell
-317
Closed -$203K – 877
2024
Q1 		$203K Buy
+317
New +$193K ﹤0.01% 845
2022
Q2 		– Sell
-395
Closed -$200K – 772
2022
Q1 		$200K Sell
395
-32
-7% -$15.3K ﹤0.01% 770
2021
Q4 		$226K Sell
427
-10
-2% -$4.8K ﹤0.01% 728
2021
Q3 		$203K Buy
437
+13
+3% +$6.13K ﹤0.01% 686
2021
Q2 		$201K Sell
424
-22
-5% -$10.6K ﹤0.01% 620
2021
Q1 		$205K Buy
446
+4
+0.9% +$1.96K ﹤0.01% 546
2020
Q4 		$236K Sell
442
-11
-2% -$5.41K ﹤0.01% 509
2020
Q3 		$218K Sell
453
-7
-2% -$3.43K ﹤0.01% 495
2020
Q2 		$207K Sell
460
-5
-1% -$2.23K ﹤0.01% 494
2020
Q1 		$201K Buy
+465
New +$208K ﹤0.01% 431

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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