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Bogle Investment Management’s Chemed CHE Stock Holding History

Bogle 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
Q1 		– Sell
-400
Closed -$213K – 28
2020
Q4 		$213K Buy
+400
New +$197K 0.34% 144
2019
Q3 		– Sell
-30,700
Closed -$11.1M – 277
2019
Q2 		$11.1M Buy
+30,700
New +$10.3M 0.87% 49
2019
Q1 		– Sell
-45,638
Closed -$12.9M – 299
2018
Q4 		$12.9M Buy
+45,638
New +$13.8M 1.01% 9

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Bogle Investment Management's CHE Position: Q1 2021 in Review

Bogle Investment Management sold out of Chemed (CHE) in Q1 2021, closing a stake of 400 shares — an estimated $213K sold.

Bogle Investment Management first reported a position in CHE in Q4 2018 and held it in 3 quarters. The position peaked at $12.9M in Q4 2018. 421 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

  • Bogle Investment Management reported no remaining Chemed position as of Q1 2021 after selling out during the quarter.
  • Bogle Investment Management sold 400 Chemed shares in Q1 2021, an estimated $213K.
  • Bogle Investment Management first reported a position in Chemed in Q4 2018 and held it in 3 quarters.
  • Bogle Investment Management's Chemed position peaked at $12.9M in Q4 2018.
  • 421 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

Based on Bogle Investment Management's 13F filing for Q1 2021.