EDRH
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Edmond de Rothschild Holding’s Chemed CHE Stock Holding History

Edmond de Rothschild Holding’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
-880
Closed -$469K – 729
2020
Q4 		$469K Hold
880
– – 0.02% 360
2020
Q3 		$423K Buy
+880
New +$432K 0.02% 330

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

Edmond de Rothschild Holding's CHE Position: Q1 2021 in Review

Edmond de Rothschild Holding sold out of Chemed (CHE) in Q1 2021, closing a stake of 880 shares — an estimated $469K sold.

Edmond de Rothschild Holding first reported a position in CHE in Q3 2020 and held it in 2 quarters. The position peaked at $469K in Q4 2020. 421 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

  • Edmond de Rothschild Holding reported no remaining Chemed position as of Q1 2021 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 880 Chemed shares in Q1 2021, an estimated $469K.
  • Edmond de Rothschild Holding first reported a position in Chemed in Q3 2020 and held it in 2 quarters.
  • Edmond de Rothschild Holding's Chemed position peaked at $469K in Q4 2020.
  • 421 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2021, filed 17 May 2021.