EWM
CHE icon

Evercore Wealth Management’s Chemed CHE Stock Holding History

Evercore Wealth Management’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
2018
Q1 		– Sell
-74
Closed -$18K – 420
2017
Q4 		$18K Hold
74
– – ﹤0.01% 738
2017
Q3 		$15K Hold
74
– – ﹤0.01% 746
2017
Q2 		$15K Buy
+74
New +$14.7K ﹤0.01% 756
2016
Q4 		– Sell
-32
Closed -$5K – 1023
2016
Q3 		$5K Hold
32
– – ﹤0.01% 929
2016
Q2 		$4K Hold
32
– – ﹤0.01% 942
2016
Q1 		$4K Hold
32
– – ﹤0.01% 869
2015
Q4 		$5K Buy
+32
New +$4.73K ﹤0.01% 911
2014
Q3 		– Sell
-43
Closed -$4K – 942
2014
Q2 		$4K Buy
+43
New +$3.81K ﹤0.01% 926

Other funds holding CHE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return