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Brand Asset Management Group’s Chemed CHE Stock Holding History

Brand Asset Management 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
2021
Q2 		– Sell
-16
Closed -$7K – 98
2021
Q1 		$7K Hold
16
– – ﹤0.01% 244
2020
Q4 		$9K Hold
16
– – 0.01% 204
2020
Q3 		$8K Hold
16
– – 0.01% 207
2020
Q2 		$7K Hold
16
– – ﹤0.01% 214
2020
Q1 		$7K Hold
16
– – 0.01% 209
2019
Q4 		$7K Hold
16
– – ﹤0.01% 263
2019
Q3 		$7K Hold
16
– – ﹤0.01% 252
2019
Q2 		$6K Hold
16
– – ﹤0.01% 279
2019
Q1 		$5K Buy
+16
New +$4.91K ﹤0.01% 275

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Brand Asset Management Group's CHE Position: Q2 2021 in Review

Brand Asset Management Group sold out of Chemed (CHE) in Q2 2021, closing a stake of 16 shares — an estimated $7K sold.

Brand Asset Management Group first reported a position in CHE in Q1 2019 and held it in 9 quarters. The position peaked at $9K in Q4 2020. 425 funds tracked by Wall St. Rank hold CHE as of Q2 2021.

  • Brand Asset Management Group reported no remaining Chemed position as of Q2 2021 after selling out during the quarter.
  • Brand Asset Management Group sold 16 Chemed shares in Q2 2021, an estimated $7K.
  • Brand Asset Management Group first reported a position in Chemed in Q1 2019 and held it in 9 quarters.
  • Brand Asset Management Group's Chemed position peaked at $9K in Q4 2020.
  • 425 funds tracked by Wall St. Rank held Chemed as of Q2 2021.

Based on Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.