BC
CHE icon

Brinker Capital’s Chemed CHE Stock Holding History

Brinker Capital’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
Q2 		$1.02M Sell
2,258
-385
-15% -$172K 0.03% 491
2020
Q1 		$1.15M Buy
+2,643
New +$1.18M 0.05% 389
2017
Q2 		– Sell
-1,143
Closed -$209K – 686
2017
Q1 		$209K Buy
+1,143
New +$199K 0.01% 871

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Brinker Capital's CHE Position: Q2 2020 in Review

Brinker Capital reduced its Chemed (CHE) stake by 15% in Q2 2020, selling an estimated $172K and leaving 2,258 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #491.

Brinker Capital first reported a position in CHE in Q1 2017 and has held it in 3 quarters since. The position peaked at $1.15M in Q1 2020. 425 funds tracked by Wall St. Rank hold CHE as of Q2 2020.

  • Brinker Capital held 2,258 shares of Chemed worth $1.02M as of Q2 2020.
  • Brinker Capital sold 385 Chemed shares in Q2 2020, an estimated $172K.
  • Chemed made up 0.03% of Brinker Capital's portfolio in Q2 2020, its #491 holding.
  • Brinker Capital first reported a position in Chemed in Q1 2017 and has held it in 3 quarters since.
  • Brinker Capital's Chemed position peaked at $1.15M in Q1 2020.
  • 425 funds tracked by Wall St. Rank held Chemed as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.