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Callodine Capital Management’s Chemed CHE Stock Holding History

Callodine Capital Management’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
Q3 		– Sell
-1,250
Closed -$593K – 48
2021
Q2 		$593K Buy
+1,250
New +$600K 0.22% 38

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
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State Street
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Callodine Capital Management's CHE Position: Q3 2021 in Review

Callodine Capital Management sold out of Chemed (CHE) in Q3 2021, closing a stake of 1,250 shares — an estimated $593K sold.

Callodine Capital Management first reported a position in CHE in Q2 2021 and held it in 1 quarter. The position peaked at $593K in Q2 2021. 403 funds tracked by Wall St. Rank hold CHE as of Q3 2021.

  • Callodine Capital Management reported no remaining Chemed position as of Q3 2021 after selling out during the quarter.
  • Callodine Capital Management sold 1,250 Chemed shares in Q3 2021, an estimated $593K.
  • Callodine Capital Management first reported a position in Chemed in Q2 2021 and held it in 1 quarter.
  • Callodine Capital Management's Chemed position peaked at $593K in Q2 2021.
  • 403 funds tracked by Wall St. Rank held Chemed as of Q3 2021.

Based on Callodine Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.