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Advisor Group’s Chemed CHE Stock Holding History

Advisor 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
2019
Q4 		$1.31M Buy
2,992
+483
+19% +$203K 0.01% 1038
2019
Q3 		$1.05M Buy
2,509
+204
+9% +$83.3K 0.01% 1113
2019
Q2 		$833K Buy
2,305
+63
+3% +$21.1K 0.01% 1244
2019
Q1 		$718K Buy
2,242
+167
+8% +$51.3K 0.01% 1339
2018
Q4 		$588K Buy
2,075
+178
+9% +$53.7K 0.01% 1286
2018
Q3 		$606K Buy
1,897
+220
+13% +$70.1K 0.01% 1330
2018
Q2 		$540K Sell
1,677
-315
-16% -$98.6K 0.01% 1249
2018
Q1 		$544K Sell
1,992
-2,666
-57% -$706K 0.01% 1265
2017
Q4 		$1.13M Buy
4,658
+257
+6% +$58.4K 0.02% 812
2017
Q3 		$889K Buy
4,401
+389
+10% +$76.5K 0.01% 867
2017
Q2 		$820K Buy
4,012
+2,548
+174% +$507K 0.01% 854
2017
Q1 		$267K Sell
1,464
-1,047
-42% -$183K 0.01% 1461
2016
Q4 		$402K Buy
2,511
+1,293
+106% +$190K 0.01% 1129
2016
Q3 		$172K Sell
1,218
-328
-21% -$45.7K ﹤0.01% 1633
2016
Q2 		$209K Buy
+1,546
New +$205K 0.01% 1438

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Advisor Group's CHE Position: Q4 2019 in Review

Advisor Group increased its Chemed (CHE) stake by 19% in Q4 2019, buying an estimated $203K and bringing the position to 2,992 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1038.

Advisor Group first reported a position in CHE in Q2 2016 and has held it in 15 quarters since. 415 funds tracked by Wall St. Rank hold CHE as of Q4 2019.

  • Advisor Group held 2,992 shares of Chemed worth $1.31M as of Q4 2019.
  • Advisor Group bought 483 Chemed shares in Q4 2019, an estimated $203K.
  • Chemed made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1038 holding.
  • Advisor Group first reported a position in Chemed in Q2 2016 and has held it in 15 quarters since.
  • 415 funds tracked by Wall St. Rank held Chemed as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.