TAX MANAGED SMALL CAP PORTFOLIO CHE Holdings History
TAX MANAGED SMALL CAP PORTFOLIO's Chemed Corp Holding Summary
As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held 7,570.00 shares of Chemed Corp(CHE), totaling $4.40 Mil. This investment constitutes 2.35% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0.05% of the outstanding Chemed Corp(CHE) stock.
The initial trade took place in 2021Q4. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 8 purchases of CHE, at an average price of $474.46, for a total of 10,925.00 shares. In addition, there have been 2 sales at an average price of $583.53 for 3,355.00 shares. Based on historical transaction data and CHE's current price of $559.36, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his CHE holdings is $1.01 Mil, reflecting a 19.46% gain to date.
TAX MANAGED SMALL CAP PORTFOLIO CHE ($559.36) Holding Chart
TAX MANAGED SMALL CAP PORTFOLIO CHE ($559.36) 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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