American Portfolios Advisors’s Chemed CHE Stock Holding History

American Portfolios Advisors’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	$17.9K	Hold	41	–	–	﹤0.01%	2242
2022 Q2	$19.2K	Hold	41	–	–	﹤0.01%	2250
2022 Q1	$20.8K	Buy	+41	New	+$19.7K	﹤0.01%	2355
2021 Q3	–	Sell	-17	Closed	-$8.07K	–	3484
2021 Q2	$8.07K	Buy	17 +2	+13%	+$960	﹤0.01%	2616
2021 Q1	$6.9K	Hold	15	–	–	﹤0.01%	2556
2020 Q4	$7.99K	Hold	15	–	–	﹤0.01%	2215
2020 Q3	$7.21K	Hold	15	–	–	﹤0.01%	2128
2020 Q2	$6.77K	Sell	15 -274	-95%	-$122K	﹤0.01%	2102
2020 Q1	$125K	Buy	289 +268	+1,276%	+$120K	0.01%	815
2019 Q4	$9.22K	Sell	21 -191	-90%	-$80.3K	﹤0.01%	2033
2019 Q3	$88.5K	Buy	212 +125	+144%	+$51K	0.01%	1048
2019 Q2	$31.4K	Buy	87 +72	+480%	+$24.1K	﹤0.01%	1473
2019 Q1	$4.8K	Hold	15	–	–	﹤0.01%	2114
2018 Q4	$4.25K	Hold	15	–	–	﹤0.01%	1929
2018 Q3	$4.79K	Buy	+15	New	+$4.78K	﹤0.01%	2020

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's CHE Position: Q3 2022 in Review

American Portfolios Advisors held its Chemed (CHE) position steady in Q3 2022 at 41 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

American Portfolios Advisors first reported a position in CHE in Q3 2018 and has held it in 15 quarters since. The position peaked at $125K in Q1 2020. 420 funds tracked by Wall St. Rank hold CHE as of Q3 2022.

American Portfolios Advisors held 41 shares of Chemed worth $17.9K as of Q3 2022.
American Portfolios Advisors left its Chemed share count unchanged in Q3 2022.
Chemed made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2242 holding.
American Portfolios Advisors first reported a position in Chemed in Q3 2018 and has held it in 15 quarters since.
American Portfolios Advisors's Chemed position peaked at $125K in Q1 2020.
420 funds tracked by Wall St. Rank held Chemed as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.