Bedel Financial Consulting’s Chesapeake Utilities CPK Stock Holding History

Bedel Financial Consulting’s Portfolio CPK Stock Details CPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-188	Closed	-$26K	–	341
2022 Q1	$26K	Hold	188	–	–	0.01%	506
2021 Q4	$27K	Hold	188	–	–	0.01%	505
2021 Q3	$23K	Hold	188	–	–	0.01%	526
2021 Q2	$23K	Buy	188 +1	+0.5%	+$118	0.01%	526
2021 Q1	$22K	Hold	187	–	–	0.01%	497
2020 Q4	$20K	Hold	187	–	–	0.01%	450
2020 Q3	$16K	Hold	187	–	–	0.01%	448
2020 Q2	$16K	Hold	187	–	–	0.01%	430
2020 Q1	$16K	Hold	187	–	–	0.01%	408
2019 Q4	$18K	Hold	187	–	–	0.01%	413
2019 Q3	$18K	Hold	187	–	–	0.01%	404
2019 Q2	$18K	Hold	187	–	–	0.01%	405
2019 Q1	$17K	Hold	187	–	–	0.01%	407
2018 Q4	$15K	Hold	187	–	–	0.01%	399
2018 Q3	$15K	Hold	187	–	–	0.01%	421
2018 Q2	$15K	Hold	187	–	–	0.01%	421
2018 Q1	$13K	Buy	+187	New	+$13.3K	0.01%	433

Other funds holding CPK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Bedel Financial Consulting's CPK Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Chesapeake Utilities (CPK) in Q2 2022, closing a stake of 188 shares — an estimated $26K sold.

Bedel Financial Consulting first reported a position in CPK in Q1 2018 and held it in 17 quarters. The position peaked at $27K in Q4 2021. 260 funds tracked by Wall St. Rank hold CPK as of Q2 2022.

Bedel Financial Consulting reported no remaining Chesapeake Utilities position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 188 Chesapeake Utilities shares in Q2 2022, an estimated $26K.
Bedel Financial Consulting first reported a position in Chesapeake Utilities in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Chesapeake Utilities position peaked at $27K in Q4 2021.
260 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.