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Brinker Capital Investments’s Chemed CHE Stock Holding History

Brinker Capital Investments’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
Q4 		– Sell
-1,361
Closed -$646K – 1381
2021
Q3 		$646K Hold
1,361
– – 0.01% 904
2021
Q2 		$646K Buy
+1,361
New +$654K 0.01% 958
2021
Q1 		– Sell
-4,638
Closed -$2.47M – 1182
2020
Q4 		$2.47M Buy
4,638
+2,310
+99% +$1.13M 0.04% 502
2020
Q3 		$1.12M Buy
+2,328
New +$1.14M 0.02% 651

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Brinker Capital Investments's CHE Position: Q4 2021 in Review

Brinker Capital Investments sold out of Chemed (CHE) in Q4 2021, closing a stake of 1,361 shares — an estimated $646K sold.

Brinker Capital Investments first reported a position in CHE in Q3 2020 and held it in 4 quarters. The position peaked at $2.47M in Q4 2020. 420 funds tracked by Wall St. Rank hold CHE as of Q4 2021.

  • Brinker Capital Investments reported no remaining Chemed position as of Q4 2021 after selling out during the quarter.
  • Brinker Capital Investments sold 1,361 Chemed shares in Q4 2021, an estimated $646K.
  • Brinker Capital Investments first reported a position in Chemed in Q3 2020 and held it in 4 quarters.
  • Brinker Capital Investments's Chemed position peaked at $2.47M in Q4 2020.
  • 420 funds tracked by Wall St. Rank held Chemed as of Q4 2021.

Based on Brinker Capital Investments's 13F filing for Q4 2021, filed 8 Feb 2022.