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Winton Group’s Chemed CHE Stock Holding History

Winton 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
Q1 		– Sell
-515
Closed -$301K – 645
2023
Q4 		$301K Buy
+515
New +$288K 0.02% 539
2023
Q2 		– Sell
-5,376
Closed -$2.89M – 818
2023
Q1 		$2.89M Sell
5,376
-314
-6% -$160K 0.18% 121
2022
Q4 		$2.9M Sell
5,690
-1,385
-20% -$674K 0.19% 118
2022
Q3 		$3.09M Buy
7,075
+886
+14% +$426K 0.2% 103
2022
Q2 		$2.9M Buy
6,189
+2,319
+60% +$1.13M 0.15% 176
2022
Q1 		$1.96M Buy
3,870
+1,716
+80% +$823K 0.1% 257
2021
Q4 		$1.14M Buy
2,154
+1,701
+375% +$817K 0.07% 419
2021
Q3 		$211K Sell
453
-663
-59% -$313K 0.01% 1226
2021
Q2 		$530K Sell
1,116
-1,676
-60% -$805K 0.03% 889
2021
Q1 		$1.28M Sell
2,792
-1,194
-30% -$585K 0.07% 329
2020
Q4 		$2.12M Sell
3,986
-2,329
-37% -$1.14M 0.15% 85
2020
Q3 		$3.03M Sell
6,315
-5,727
-48% -$2.81M 0.1% 323
2020
Q2 		$5.43M Sell
12,042
-2,336
-16% -$1.04M 0.14% 178
2020
Q1 		$6.23M Sell
14,378
-692
-5% -$309K 0.16% 174
2019
Q4 		$6.62M Sell
15,070
-5,304
-26% -$2.23M 0.09% 374
2019
Q3 		$8.51M Buy
20,374
+13,563
+199% +$5.54M 0.1% 246
2019
Q2 		$2.46M Buy
6,811
+1,654
+32% +$553K 0.05% 269
2019
Q1 		$1.65M Sell
5,157
-37,242
-88% -$11.4M 0.03% 281
2018
Q4 		$12M Buy
42,399
+35,571
+521% +$10.7M 0.26% 152
2018
Q3 		$2.18M Buy
6,828
+577
+9% +$184K 0.05% 301
2018
Q2 		$2.01M Sell
6,251
-3,738
-37% -$1.17M 0.05% 329
2018
Q1 		$2.73M Sell
9,989
-16,016
-62% -$4.24M 0.08% 284
2017
Q4 		$6.32M Buy
+26,005
New +$5.91M 0.18% 159

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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

Winton Group's CHE Position: Q1 2024 in Review

Winton Group sold out of Chemed (CHE) in Q1 2024, closing a stake of 515 shares — an estimated $301K sold.

Winton Group first reported a position in CHE in Q4 2017 and held it in 23 quarters. The position peaked at $12M in Q4 2018. 511 funds tracked by Wall St. Rank hold CHE as of Q1 2024.

  • Winton Group reported no remaining Chemed position as of Q1 2024 after selling out during the quarter.
  • Winton Group sold 515 Chemed shares in Q1 2024, an estimated $301K.
  • Winton Group first reported a position in Chemed in Q4 2017 and held it in 23 quarters.
  • Winton Group's Chemed position peaked at $12M in Q4 2018.
  • 511 funds tracked by Wall St. Rank held Chemed as of Q1 2024.

Based on Winton Group's 13F filing for Q1 2024, filed 14 May 2024.