AWM
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AE Wealth Management’s Chemed CHE Stock Holding History

AE Wealth Management’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
2021
Q2 		– Sell
-1,181
Closed -$543K – 1597
2021
Q1 		$543K Sell
1,181
-419
-26% -$205K 0.01% 992
2020
Q4 		$852K Buy
1,600
+38
+2% +$18.7K 0.01% 763
2020
Q3 		$750K Buy
1,562
+216
+16% +$106K 0.01% 720
2020
Q2 		$607K Buy
1,346
+40
+3% +$17.9K 0.01% 789
2020
Q1 		$566K Buy
1,306
+20
+2% +$8.93K 0.01% 640
2019
Q4 		$565K Buy
+1,286
New +$541K 0.01% 703

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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AE Wealth Management's CHE Position: Q2 2021 in Review

AE Wealth Management sold out of Chemed (CHE) in Q2 2021, closing a stake of 1,181 shares — an estimated $543K sold.

AE Wealth Management first reported a position in CHE in Q4 2019 and held it in 6 quarters. The position peaked at $852K in Q4 2020. 425 funds tracked by Wall St. Rank hold CHE as of Q2 2021.

  • AE Wealth Management reported no remaining Chemed position as of Q2 2021 after selling out during the quarter.
  • AE Wealth Management sold 1,181 Chemed shares in Q2 2021, an estimated $543K.
  • AE Wealth Management first reported a position in Chemed in Q4 2019 and held it in 6 quarters.
  • AE Wealth Management's Chemed position peaked at $852K in Q4 2020.
  • 425 funds tracked by Wall St. Rank held Chemed as of Q2 2021.

Based on AE Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.