AG
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Aperio Group’s Chemed CHE Stock Holding History

Aperio Group’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
2020
Q4 		$11.7M Buy
22,051
+3,438
+18% +$1.69M 0.03% 487
2020
Q3 		$8.94M Buy
18,613
+1,398
+8% +$686K 0.03% 512
2020
Q2 		$7.77M Sell
17,215
-2,122
-11% -$947K 0.03% 554
2020
Q1 		$8.38M Sell
19,337
-1,768
-8% -$790K 0.04% 474
2019
Q4 		$9.27M Sell
21,105
-2,860
-12% -$1.2M 0.03% 521
2019
Q3 		$10M Buy
23,965
+6,072
+34% +$2.48M 0.04% 473
2019
Q2 		$6.46M Buy
17,893
+3,303
+23% +$1.1M 0.03% 618
2019
Q1 		$4.67M Buy
14,590
+156
+1% +$47.9K 0.02% 728
2018
Q4 		$4.09M Sell
14,434
-2,858
-17% -$862K 0.02% 715
2018
Q3 		$5.53M Buy
17,292
+1,943
+13% +$619K 0.02% 642
2018
Q2 		$4.94M Sell
15,349
-128
-0.8% -$40.1K 0.02% 672
2018
Q1 		$4.22M Buy
15,477
+221
+1% +$58.5K 0.02% 716
2017
Q4 		$3.71M Buy
15,256
+205
+1% +$46.6K 0.02% 752
2017
Q3 		$3.04M Sell
15,051
-494
-3% -$97.1K 0.02% 787
2017
Q2 		$3.18M Buy
15,545
+1,011
+7% +$201K 0.02% 739
2017
Q1 		$2.65M Buy
14,534
+668
+5% +$116K 0.02% 765
2016
Q4 		$2.23M Sell
13,866
-32,336
-70% -$4.75M 0.02% 780
2016
Q3 		$6.52M Sell
46,202
-259
-0.6% -$36.1K 0.05% 453
2016
Q2 		$6.33M Sell
46,461
-1,104
-2% -$146K 0.05% 434
2016
Q1 		$6.44M Sell
47,565
-747
-2% -$101K 0.06% 393
2015
Q4 		$7.24M Sell
48,312
-27,426
-36% -$4.05M 0.07% 332
2015
Q3 		$10.1M Buy
75,738
+113
+0.1% +$15.8K 0.1% 231
2015
Q2 		$9.91M Buy
75,625
+1,153
+2% +$143K 0.1% 243
2015
Q1 		$8.89M Buy
74,472
+34,619
+87% +$3.84M 0.1% 247
2014
Q4 		$4.21M Buy
39,853
+36,154
+977% +$3.82M 0.05% 425
2014
Q3 		$381K Buy
3,699
+369
+11% +$37.4K 0.01% 1267
2014
Q2 		$312K Buy
3,330
+1,062
+47% +$94.2K ﹤0.01% 1377
2014
Q1 		$203K Buy
+2,268
New +$185K ﹤0.01% 1859

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aperio Group's CHE Position: Q4 2020 in Review

Aperio Group increased its Chemed (CHE) stake by 18% in Q4 2020, buying an estimated $1.69M and bringing the position to 22,051 shares worth $11.7M. The position accounts for 0.03% of the portfolio, ranked #487.

Aperio Group first reported a position in CHE in Q1 2014 and has held it in 28 quarters since. 442 funds tracked by Wall St. Rank hold CHE as of Q4 2020.

  • Aperio Group held 22,051 shares of Chemed worth $11.7M as of Q4 2020.
  • Aperio Group bought 3,438 Chemed shares in Q4 2020, an estimated $1.69M.
  • Chemed made up 0.03% of Aperio Group's portfolio in Q4 2020, its #487 holding.
  • Aperio Group first reported a position in Chemed in Q1 2014 and has held it in 28 quarters since.
  • 442 funds tracked by Wall St. Rank held Chemed as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.