Clark Capital Management Group’s Chemed CHE Stock Holding History

Clark Capital Management Group’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	-3,959	Closed	-$2.11M	–	333
2020 Q4	$2.11M	Sell	3,959 -266	-6%	-$131K	0.03%	223
2020 Q3	$2.03M	Sell	4,225 -328	-7%	-$161K	0.04%	215
2020 Q2	$2.05M	Buy	+4,553	New	+$2.03M	0.04%	203
2018 Q1	–	Sell	-9,757	Closed	-$2.37M	–	282
2017 Q4	$2.37M	Buy	9,757 +675	+7%	+$153K	0.07%	146
2017 Q3	$1.83M	Buy	9,082 +1,080	+13%	+$212K	0.06%	178
2017 Q2	$1.64M	Buy	8,002 +663	+9%	+$132K	0.06%	171
2017 Q1	$1.34M	Buy	7,339 +1,120	+18%	+$195K	0.06%	191
2016 Q4	$997K	Buy	6,219 +947	+18%	+$139K	0.05%	210
2016 Q3	$743K	Buy	5,272 +1,074	+26%	+$150K	0.04%	230
2016 Q2	$572K	Buy	4,198 +1,433	+52%	+$190K	0.04%	219
2016 Q1	$375K	Sell	2,765 -140	-5%	-$18.9K	0.03%	248
2015 Q4	$435K	Buy	2,905 +172	+6%	+$25.4K	0.04%	222
2015 Q3	$365K	Buy	2,733 +103	+4%	+$14.4K	0.03%	235
2015 Q2	$345K	Buy	+2,630	New	+$325K	0.03%	252

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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