Berman Capital Advisors’s Chemed CHE Stock Holding History

Berman Capital 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
2021 Q3	$6K	Hold	13	–	–	﹤0.01%	1365
2021 Q2	$6K	Hold	13	–	–	﹤0.01%	1276
2021 Q1	$5K	Sell	13 -14	-52%	-$6.86K	﹤0.01%	1257
2020 Q4	$13K	Buy	27 +11	+69%	+$5.41K	﹤0.01%	811
2020 Q3	$7K	Hold	16	–	–	﹤0.01%	914
2020 Q2	$7K	Buy	16 +3	+23%	+$1.34K	﹤0.01%	869
2020 Q1	$5K	Hold	13	–	–	﹤0.01%	871
2019 Q4	$5K	Hold	13	–	–	﹤0.01%	961
2019 Q3	$5K	Hold	13	–	–	﹤0.01%	932
2019 Q2	$4K	Hold	13	–	–	﹤0.01%	1006
2019 Q1	$4K	Buy	13 +7	+117%	+$2.15K	﹤0.01%	905
2018 Q4	$1K	Buy	+6	New	+$1.81K	﹤0.01%	960

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Berman Capital Advisors's CHE Position: Q3 2021 in Review

Berman Capital Advisors held its Chemed (CHE) position steady in Q3 2021 at 13 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Berman Capital Advisors first reported a position in CHE in Q4 2018 and has held it in 12 quarters since. The position peaked at $13K in Q4 2020. 404 funds tracked by Wall St. Rank hold CHE as of Q3 2021.

Berman Capital Advisors held 13 shares of Chemed worth $6K as of Q3 2021.
Berman Capital Advisors left its Chemed share count unchanged in Q3 2021.
Chemed made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1365 holding.
Berman Capital Advisors first reported a position in Chemed in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Chemed position peaked at $13K in Q4 2020.
404 funds tracked by Wall St. Rank held Chemed as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.