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Dorsey Wright & Associates’s Chemed CHE Stock Holding History

Dorsey Wright & Associates’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
-12,488
Closed -$6M – 324
2020
Q3 		$6M Sell
12,488
-2,510
-17% -$1.23M 1.08% 13
2020
Q2 		$6.78M Buy
14,998
+1,228
+9% +$548K 1.38% 9
2020
Q1 		$5.96M Buy
13,770
+2,562
+23% +$1.14M 2.26% 4
2019
Q4 		$4.92M Buy
11,208
+490
+5% +$206K 1.63% 17
2019
Q3 		$4.48M Buy
+10,718
New +$4.38M 1.13% 32

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

Dorsey Wright & Associates's CHE Position: Q4 2020 in Review

Dorsey Wright & Associates sold out of Chemed (CHE) in Q4 2020, closing a stake of 12,488 shares — an estimated $6M sold.

Dorsey Wright & Associates first reported a position in CHE in Q3 2019 and held it in 5 quarters. The position peaked at $6.78M in Q2 2020. 442 funds tracked by Wall St. Rank hold CHE as of Q4 2020.

  • Dorsey Wright & Associates reported no remaining Chemed position as of Q4 2020 after selling out during the quarter.
  • Dorsey Wright & Associates sold 12,488 Chemed shares in Q4 2020, an estimated $6M.
  • Dorsey Wright & Associates first reported a position in Chemed in Q3 2019 and held it in 5 quarters.
  • Dorsey Wright & Associates's Chemed position peaked at $6.78M in Q2 2020.
  • 442 funds tracked by Wall St. Rank held Chemed as of Q4 2020.

Based on Dorsey Wright & Associates's 13F filing for Q4 2020, filed 28 Jan 2021.