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 $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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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 $3.37T AUM 44.26% 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

Wealthfront Advisers's CHE Position: Q2 2024 in Review

Wealthfront Advisers sold out of Chemed (CHE) in Q2 2024, closing a stake of 317 shares — an estimated $203K sold.

Wealthfront Advisers first reported a position in CHE in Q1 2020 and held it in 10 quarters. The position peaked at $236K in Q4 2020. 515 funds tracked by Wall St. Rank hold CHE as of Q2 2024.

  • Wealthfront Advisers reported no remaining Chemed position as of Q2 2024 after selling out during the quarter.
  • Wealthfront Advisers sold 317 Chemed shares in Q2 2024, an estimated $203K.
  • Wealthfront Advisers first reported a position in Chemed in Q1 2020 and held it in 10 quarters.
  • Wealthfront Advisers's Chemed position peaked at $236K in Q4 2020.
  • 515 funds tracked by Wall St. Rank held Chemed as of Q2 2024.

Based on Wealthfront Advisers's 13F filing for Q2 2024, filed 14 Aug 2024.