CA Family Wealth’s Chemed CHE Stock Holding History

CA Family Wealth’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 Q1	–	Sell	-695	Closed	-$305K	–	62
2019 Q4	$305K	Buy	+695	New	+$292K	0.21%	64

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CA Family Wealth's CHE Position: Q1 2020 in Review

CA Family Wealth sold out of Chemed (CHE) in Q1 2020, closing a stake of 695 shares — an estimated $305K sold.

CA Family Wealth first reported a position in CHE in Q4 2019 and held it in 1 quarter. The position peaked at $305K in Q4 2019. 412 funds tracked by Wall St. Rank hold CHE as of Q1 2020.

CA Family Wealth reported no remaining Chemed position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 695 Chemed shares in Q1 2020, an estimated $305K.
CA Family Wealth first reported a position in Chemed in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Chemed position peaked at $305K in Q4 2019.
412 funds tracked by Wall St. Rank held Chemed as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.