Braun-Bostich & Associates’s Chemed CHE Stock Holding History

Braun-Bostich & Associates’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
2020 Q4	–	Sell	-79	Closed	-$38K	–	86
2020 Q3	$38K	Buy	+79	New	+$38.7K	0.04%	165

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

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

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

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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Braun-Bostich & Associates's CHE Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Chemed (CHE) in Q4 2020, closing a stake of 79 shares — an estimated $38K sold.

Braun-Bostich & Associates first reported a position in CHE in Q3 2020 and held it in 1 quarter. The position peaked at $38K in Q3 2020. 442 funds tracked by Wall St. Rank hold CHE as of Q4 2020.

Braun-Bostich & Associates reported no remaining Chemed position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 79 Chemed shares in Q4 2020, an estimated $38K.
Braun-Bostich & Associates first reported a position in Chemed in Q3 2020 and held it in 1 quarter.
Braun-Bostich & Associates's Chemed position peaked at $38K in Q3 2020.
442 funds tracked by Wall St. Rank held Chemed as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.