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C.M. Bidwell & Associates’s Chemed CHE Stock Holding History

C.M. Bidwell & 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
2021
Q1 		– Sell
-99
Closed -$53K – 509
2020
Q4 		$53K Sell
99
-469
-83% -$230K 0.04% 287
2020
Q3 		$273K Sell
568
-12
-2% -$5.89K 0.25% 72
2020
Q2 		$262K Sell
580
-162
-22% -$72.3K 0.24% 102
2020
Q1 		$321K Buy
742
+394
+113% +$176K 0.34% 76
2019
Q4 		$153K Sell
348
-26
-7% -$10.9K 0.14% 135
2019
Q3 		$156K Sell
374
-148
-28% -$60.4K 0.15% 151
2019
Q2 		$188K Sell
522
-45
-8% -$15K 0.19% 127
2019
Q1 		$181K Sell
567
-13
-2% -$3.99K 0.18% 136
2018
Q4 		$164K Sell
580
-135
-19% -$40.7K 0.18% 140
2018
Q3 		$228K Sell
715
-60
-8% -$19.1K 0.22% 129
2018
Q2 		$249K Sell
775
-150
-16% -$46.9K 0.23% 120
2018
Q1 		$252K Sell
925
-465
-33% -$123K 0.23% 124
2017
Q4 		$338K Sell
1,390
-180
-11% -$40.9K 0.29% 103
2017
Q3 		$317K Sell
1,570
-405
-21% -$79.6K 0.49% 77
2017
Q2 		$404K Sell
1,975
-455
-19% -$90.6K 0.09% 96
2017
Q1 		$444K Buy
+2,430
New +$424K 0.1% 100
2016
Q2 		– Sell
-1,200
Closed -$163K – 255
2016
Q1 		$163K Buy
+1,200
New +$162K 0.04% 196

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

C.M. Bidwell & Associates's CHE Position: Q1 2021 in Review

C.M. Bidwell & Associates sold out of Chemed (CHE) in Q1 2021, closing a stake of 99 shares — an estimated $53K sold.

C.M. Bidwell & Associates first reported a position in CHE in Q1 2016 and held it in 17 quarters. The position peaked at $444K in Q1 2017. 421 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

  • C.M. Bidwell & Associates reported no remaining Chemed position as of Q1 2021 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 99 Chemed shares in Q1 2021, an estimated $53K.
  • C.M. Bidwell & Associates first reported a position in Chemed in Q1 2016 and held it in 17 quarters.
  • C.M. Bidwell & Associates's Chemed position peaked at $444K in Q1 2017.
  • 421 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2021, filed 14 May 2021.