EWM
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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 $6.73T AUM 46.02% 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 $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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 $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evercore Wealth Management's CHE Position: Q1 2018 in Review

Evercore Wealth Management sold out of Chemed (CHE) in Q1 2018, closing a stake of 74 shares — an estimated $18K sold.

Evercore Wealth Management first reported a position in CHE in Q2 2014 and held it in 8 quarters. The position peaked at $18K in Q4 2017. 288 funds tracked by Wall St. Rank hold CHE as of Q1 2018.

  • Evercore Wealth Management reported no remaining Chemed position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 74 Chemed shares in Q1 2018, an estimated $18K.
  • Evercore Wealth Management first reported a position in Chemed in Q2 2014 and held it in 8 quarters.
  • Evercore Wealth Management's Chemed position peaked at $18K in Q4 2017.
  • 288 funds tracked by Wall St. Rank held Chemed as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.