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Bowling Portfolio Management’s Chemed CHE Stock Holding History

Bowling Portfolio 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
2017
Q4 		– Sell
-7,894
Closed -$1.59M – 361
2017
Q3 		$1.59M Buy
+7,894
New +$1.55M 0.24% 129
2016
Q4 		– Sell
-3,229
Closed -$456K – 302
2016
Q3 		$456K Buy
+3,229
New +$450K 0.06% 246

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Bowling Portfolio Management's CHE Position: Q4 2017 in Review

Bowling Portfolio Management sold out of Chemed (CHE) in Q4 2017, closing a stake of 7,894 shares — an estimated $1.59M sold.

Bowling Portfolio Management first reported a position in CHE in Q3 2016 and held it in 2 quarters. The position peaked at $1.59M in Q3 2017. 299 funds tracked by Wall St. Rank hold CHE as of Q4 2017.

  • Bowling Portfolio Management reported no remaining Chemed position as of Q4 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 7,894 Chemed shares in Q4 2017, an estimated $1.59M.
  • Bowling Portfolio Management first reported a position in Chemed in Q3 2016 and held it in 2 quarters.
  • Bowling Portfolio Management's Chemed position peaked at $1.59M in Q3 2017.
  • 299 funds tracked by Wall St. Rank held Chemed as of Q4 2017.

Based on Bowling Portfolio Management's 13F filing for Q4 2017, filed 22 Jan 2018.