Alerus Financial’s Chemed CHE Stock Holding History

Alerus Financial’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	–	Sell	-500	Closed	-$235K	–	154
2022 Q2	$235K	Hold	500	–	–	0.02%	154
2022 Q1	$253K	Hold	500	–	–	0.02%	168
2021 Q4	$265K	Hold	500	–	–	0.02%	170
2021 Q3	$233K	Hold	500	–	–	0.02%	171
2021 Q2	$237K	Hold	500	–	–	0.02%	179
2021 Q1	$230K	Hold	500	–	–	0.02%	176
2020 Q4	$266K	Hold	500	–	–	0.03%	178
2020 Q3	$240K	Hold	500	–	–	0.03%	160
2020 Q2	$226K	Hold	500	–	–	0.03%	154
2020 Q1	$217K	Hold	500	–	–	0.03%	144
2019 Q4	$220K	Hold	500	–	–	0.03%	151
2019 Q3	$209K	Buy	+500	New	+$204K	0.03%	145

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alerus Financial's CHE Position: Q3 2022 in Review

Alerus Financial sold out of Chemed (CHE) in Q3 2022, closing a stake of 500 shares — an estimated $235K sold.

Alerus Financial first reported a position in CHE in Q3 2019 and held it in 12 quarters. The position peaked at $266K in Q4 2020. 419 funds tracked by Wall St. Rank hold CHE as of Q3 2022.

Alerus Financial reported no remaining Chemed position as of Q3 2022 after selling out during the quarter.
Alerus Financial sold 500 Chemed shares in Q3 2022, an estimated $235K.
Alerus Financial first reported a position in Chemed in Q3 2019 and held it in 12 quarters.
Alerus Financial's Chemed position peaked at $266K in Q4 2020.
419 funds tracked by Wall St. Rank held Chemed as of Q3 2022.

Based on Alerus Financial's 13F filing for Q3 2022, filed 14 Nov 2022.