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CSat Investment Advisory’s Chemed CHE Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-64
Closed -$31K – 608
2020
Q3 		$31K Buy
64
+8
+14% +$3.92K ﹤0.01% 755
2020
Q2 		$25K Buy
56
+7
+14% +$3.13K ﹤0.01% 778
2020
Q1 		$21K Buy
49
+8
+20% +$3.57K ﹤0.01% 707
2019
Q4 		$18K Buy
41
+7
+21% +$2.94K ﹤0.01% 818
2019
Q3 		$14K Buy
34
+4
+13% +$1.63K ﹤0.01% 806
2019
Q2 		$11K Buy
+30
New +$10K ﹤0.01% 836

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSat Investment Advisory's CHE Position: Q4 2020 in Review

CSat Investment Advisory sold out of Chemed (CHE) in Q4 2020, closing a stake of 64 shares — an estimated $31K sold.

CSat Investment Advisory first reported a position in CHE in Q2 2019 and held it in 6 quarters. The position peaked at $31K in Q3 2020. 442 funds tracked by Wall St. Rank hold CHE as of Q4 2020.

  • CSat Investment Advisory reported no remaining Chemed position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 64 Chemed shares in Q4 2020, an estimated $31K.
  • CSat Investment Advisory first reported a position in Chemed in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Chemed position peaked at $31K in Q3 2020.
  • 442 funds tracked by Wall St. Rank held Chemed as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.