EWM
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Executive Wealth Management’s Chemed CHE Stock Holding History

Executive 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
2019
Q3 		– Sell
-94
Closed -$34K – 243
2019
Q2 		$34K Hold
94
– – ﹤0.01% 369
2019
Q1 		$30K Hold
94
– – 0.01% 355
2018
Q4 		$27K Buy
+94
New +$28.4K ﹤0.01% 379

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Executive Wealth Management's CHE Position: Q3 2019 in Review

Executive Wealth Management sold out of Chemed (CHE) in Q3 2019, closing a stake of 94 shares — an estimated $34K sold.

Executive Wealth Management first reported a position in CHE in Q4 2018 and held it in 3 quarters. The position peaked at $34K in Q2 2019. 393 funds tracked by Wall St. Rank hold CHE as of Q3 2019.

  • Executive Wealth Management reported no remaining Chemed position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 94 Chemed shares in Q3 2019, an estimated $34K.
  • Executive Wealth Management first reported a position in Chemed in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Chemed position peaked at $34K in Q2 2019.
  • 393 funds tracked by Wall St. Rank held Chemed as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.