SA U.S. Small Company Fund CHE Holdings History
Number of Shares
896.00
Current Holdings Value*
$551,330.00
% of Portfolio
0.19%
Total Estimate Gain
$282,691.08
% of Total Estimate Gain
21.68%
SA U.S. Small Company Fund's Chemed Corp Holding Summary
As of 2025-03-31, SA FUNDS INVESTMENT TRUST held 896.00 shares of Chemed Corp(CHE), totaling $551,330.00. This investment constitutes 0.19% of their stock portfolio, and SA FUNDS INVESTMENT TRUST now holds 0.01% of the outstanding Chemed Corp(CHE) stock.
The initial trade took place in 2019Q3. In addition, there have been 7 sales at an average price of $508.59 for 2,299.00 shares. Based on historical transaction data and CHE's current price of $466.11, SA U.S. Small Company Fund's estimated gain on his CHE holdings is $282,691.08, reflecting a 21.68% gain to date.
SA U.S. Small Company Fund CHE ($466.11) Holding Chart
SA U.S. Small Company Fund CHE ($466.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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