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Wipfli Financial Advisors’s Chemed CHE Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$54K Buy
+124
New +$59.6K ﹤0.01% 1037

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's CHE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Chemed (CHE) in Q3 2022: 124 shares worth $54K. The stake represents ﹤0.01% of the portfolio and ranks #1037 among its holdings.

419 funds tracked by Wall St. Rank hold CHE as of Q3 2022.

  • Wipfli Financial Advisors held 124 shares of Chemed worth $54K as of Q3 2022.
  • Chemed was a new Wipfli Financial Advisors position in Q3 2022.
  • Chemed made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1037 holding.
  • 419 funds tracked by Wall St. Rank held Chemed as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.