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Wintrust Investments’s Chemed CHE Stock Holding History

Wintrust Investments’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
Q4 		$54K Sell
102
-2
-2% -$1.13K 0.05% 242
2024
Q3 		$62K Sell
104
-925
-90% -$524K 0.05% 282
2024
Q2 		$558K Buy
1,029
+19
+2% +$10.9K 0.05% 275
2024
Q1 		$649K Sell
1,010
-40
-4% -$24.3K 0.06% 246
2023
Q4 		$614K Buy
1,050
+40
+4% +$22.4K 0.06% 239
2023
Q3 		$525K Sell
1,010
-110
-10% -$57.2K 0.06% 251
2023
Q2 		$607K Sell
1,120
-9
-0.8% -$4.92K 0.06% 242
2023
Q1 		$607K Sell
1,129
-10
-0.9% -$5.1K 0.08% 187
2022
Q4 		$581K Sell
1,139
-54
-5% -$26.3K 0.08% 194
2022
Q3 		$521K Buy
1,193
+111
+10% +$53.4K 0.07% 221
2022
Q2 		$508K Buy
1,082
+2
+0.2% +$976 0.06% 227
2022
Q1 		$547K Hold
1,080
– – 0.05% 242
2021
Q4 		$571K Buy
+1,080
New +$519K 0.05% 241
2021
Q3 		– Sell
-899
Closed -$427K – 293
2021
Q2 		$427K Buy
899
+137
+18% +$65.8K 0.04% 281
2021
Q1 		$350K Buy
762
+270
+55% +$132K 0.04% 306
2020
Q4 		$262K Buy
+492
New +$242K 0.07% 148

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wintrust Investments's CHE Position: Q4 2024 in Review

Wintrust Investments reduced its Chemed (CHE) stake by 1.9% in Q4 2024, selling an estimated $1.13K and leaving 102 shares worth $54K. The position accounts for 0.05% of the portfolio, ranked #242.

Wintrust Investments first reported a position in CHE in Q4 2020 and has held it in 16 quarters since. The position peaked at $649K in Q1 2024. 529 funds tracked by Wall St. Rank hold CHE as of Q4 2024.

  • Wintrust Investments held 102 shares of Chemed worth $54K as of Q4 2024.
  • Wintrust Investments sold 2 Chemed shares in Q4 2024, an estimated $1.13K.
  • Chemed made up 0.05% of Wintrust Investments's portfolio in Q4 2024, its #242 holding.
  • Wintrust Investments first reported a position in Chemed in Q4 2020 and has held it in 16 quarters since.
  • Wintrust Investments's Chemed position peaked at $649K in Q1 2024.
  • 529 funds tracked by Wall St. Rank held Chemed as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.