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CFM Wealth Partners’s Chemed CHE Stock Holding History

CFM Wealth Partners’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
-399
Closed -$213K – 169
2020
Q4 		$213K Buy
+399
New +$196K 0.07% 151
2020
Q3 		– Sell
-406
Closed -$183K – 210
2020
Q2 		$183K Sell
406
-28
-6% -$12.5K 0.07% 158
2020
Q1 		$188K Hold
434
– – 0.09% 130
2019
Q4 		$205K Buy
+434
New +$183K 0.08% 146

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

CFM Wealth Partners's CHE Position: Q1 2021 in Review

CFM Wealth Partners sold out of Chemed (CHE) in Q1 2021, closing a stake of 399 shares — an estimated $213K sold.

CFM Wealth Partners first reported a position in CHE in Q4 2019 and held it in 4 quarters. The position peaked at $213K in Q4 2020. 421 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

  • CFM Wealth Partners reported no remaining Chemed position as of Q1 2021 after selling out during the quarter.
  • CFM Wealth Partners sold 399 Chemed shares in Q1 2021, an estimated $213K.
  • CFM Wealth Partners first reported a position in Chemed in Q4 2019 and held it in 4 quarters.
  • CFM Wealth Partners's Chemed position peaked at $213K in Q4 2020.
  • 421 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

Based on CFM Wealth Partners's 13F filing for Q1 2021, filed 17 May 2021.