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Ergoteles’s Chemed CHE Stock Holding History

Ergoteles’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
2022
Q3 		– Sell
-582
Closed -$273K – 1594
2022
Q2 		$273K Buy
+582
New +$284K 0.01% 1153
2022
Q1 		– Sell
-2,933
Closed -$1.55M – 1269
2021
Q4 		$1.55M Buy
+2,933
New +$1.41M 0.06% 313
2021
Q3 		– Sell
-5,800
Closed -$2.75M – 1264
2021
Q2 		$2.75M Buy
+5,800
New +$2.79M 0.06% 317

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ergoteles's CHE Position: Q3 2022 in Review

Ergoteles sold out of Chemed (CHE) in Q3 2022, closing a stake of 582 shares — an estimated $273K sold.

Ergoteles first reported a position in CHE in Q2 2021 and held it in 3 quarters. The position peaked at $2.75M in Q2 2021. 419 funds tracked by Wall St. Rank hold CHE as of Q3 2022.

  • Ergoteles reported no remaining Chemed position as of Q3 2022 after selling out during the quarter.
  • Ergoteles sold 582 Chemed shares in Q3 2022, an estimated $273K.
  • Ergoteles first reported a position in Chemed in Q2 2021 and held it in 3 quarters.
  • Ergoteles's Chemed position peaked at $2.75M in Q2 2021.
  • 419 funds tracked by Wall St. Rank held Chemed as of Q3 2022.

Based on Ergoteles's 13F filing for Q3 2022, filed 14 Nov 2022.