Alpine Woods Capital Investors’s Chemed CHE Stock Holding History

Alpine Woods Capital Investors’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 Q1	–	Sell	-3,000	Closed	-$1.59M	–	215
2021 Q4	$1.59M	Hold	3,000	–	–	0.16%	131
2021 Q3	$1.4M	Hold	3,000	–	–	0.15%	136
2021 Q2	$1.42M	Hold	3,000	–	–	0.15%	138
2021 Q1	$1.38M	Hold	3,000	–	–	0.15%	141
2020 Q4	$1.6M	Hold	3,000	–	–	0.19%	127
2020 Q3	$1.44M	Hold	3,000	–	–	0.22%	128
2020 Q2	$1.35M	Hold	3,000	–	–	0.26%	106
2020 Q1	$1.3M	Hold	3,000	–	–	0.29%	91
2019 Q4	$1.32M	Hold	3,000	–	–	0.25%	92
2019 Q3	$1.25M	Hold	3,000	–	–	0.23%	91
2019 Q2	$1.08M	Hold	3,000	–	–	0.22%	106
2019 Q1	$960K	Buy	+3,000	New	+$921K	0.21%	113
2014 Q1	–	Sell	-12,000	Closed	-$919K	–	445
2013 Q4	$919K	Hold	12,000	–	–	0.05%	213
2013 Q3	$858K	Hold	12,000	–	–	0.05%	210
2013 Q2	$869K	Buy	+12,000	New	+$880K	0.06%	199

Other funds holding CHE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Alpine Woods Capital Investors's CHE Position: Q1 2022 in Review

Alpine Woods Capital Investors sold out of Chemed (CHE) in Q1 2022, closing a stake of 3,000 shares — an estimated $1.59M sold.

Alpine Woods Capital Investors first reported a position in CHE in Q2 2013 and held it in 15 quarters. The position peaked at $1.6M in Q4 2020. 426 funds tracked by Wall St. Rank hold CHE as of Q1 2022.

Alpine Woods Capital Investors reported no remaining Chemed position as of Q1 2022 after selling out during the quarter.
Alpine Woods Capital Investors sold 3,000 Chemed shares in Q1 2022, an estimated $1.59M.
Alpine Woods Capital Investors first reported a position in Chemed in Q2 2013 and held it in 15 quarters.
Alpine Woods Capital Investors's Chemed position peaked at $1.6M in Q4 2020.
426 funds tracked by Wall St. Rank held Chemed as of Q1 2022.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2022, filed 10 May 2022.