AIM
CHE icon

Anchor Investment Management’s Chemed CHE Stock Holding History

Anchor Investment 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
Q3 		– Sell
-445
Closed -$211K – 939
2021
Q2 		$211K Sell
445
-325
-42% -$156K 0.03% 358
2021
Q1 		$354K Buy
770
+690
+863% +$338K 0.05% 261
2020
Q4 		$42.6K Buy
80
+60
+300% +$29.5K 0.01% 495
2020
Q3 		$9.61K Buy
+20
New +$9.81K ﹤0.01% 663
2016
Q3 		– Sell
-300
Closed -$40.9K – 664
2016
Q2 		$40.9K Hold
300
– – 0.02% 372
2016
Q1 		$40.6K Buy
+300
New +$40.5K 0.02% 362

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Anchor Investment Management's CHE Position: Q3 2021 in Review

Anchor Investment Management sold out of Chemed (CHE) in Q3 2021, closing a stake of 445 shares — an estimated $211K sold.

Anchor Investment Management first reported a position in CHE in Q1 2016 and held it in 6 quarters. The position peaked at $354K in Q1 2021. 404 funds tracked by Wall St. Rank hold CHE as of Q3 2021.

  • Anchor Investment Management reported no remaining Chemed position as of Q3 2021 after selling out during the quarter.
  • Anchor Investment Management sold 445 Chemed shares in Q3 2021, an estimated $211K.
  • Anchor Investment Management first reported a position in Chemed in Q1 2016 and held it in 6 quarters.
  • Anchor Investment Management's Chemed position peaked at $354K in Q1 2021.
  • 404 funds tracked by Wall St. Rank held Chemed as of Q3 2021.

Based on Anchor Investment Management's 13F filing for Q3 2021, filed 2 Jan 2024.