CWM
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Chesapeake Wealth Management’s Chemed CHE Stock Holding History

Chesapeake Wealth 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
Q1 		– Sell
-784
Closed -$418K – 220
2020
Q4 		$418K Sell
784
-347
-31% -$170K 0.14% 141
2020
Q3 		$543K Buy
1,131
+374
+49% +$183K 0.2% 111
2020
Q2 		$341K Buy
+757
New +$338K 0.14% 145

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

Chesapeake Wealth Management's CHE Position: Q1 2021 in Review

Chesapeake Wealth Management sold out of Chemed (CHE) in Q1 2021, closing a stake of 784 shares — an estimated $418K sold.

Chesapeake Wealth Management first reported a position in CHE in Q2 2020 and held it in 3 quarters. The position peaked at $543K in Q3 2020. 421 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

  • Chesapeake Wealth Management reported no remaining Chemed position as of Q1 2021 after selling out during the quarter.
  • Chesapeake Wealth Management sold 784 Chemed shares in Q1 2021, an estimated $418K.
  • Chesapeake Wealth Management first reported a position in Chemed in Q2 2020 and held it in 3 quarters.
  • Chesapeake Wealth Management's Chemed position peaked at $543K in Q3 2020.
  • 421 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

Based on Chesapeake Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.