Fiduciary Group’s Chemed CHE Stock Holding History

Fiduciary Group’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
2020 Q3	–	Sell	-445	Closed	-$201K	–	209
2020 Q2	$201K	Buy	+445	New	+$199K	0.03%	191
2019 Q3	–	Sell	-667	Closed	-$241K	–	193
2019 Q2	$241K	Hold	667	–	–	0.04%	171
2019 Q1	$213K	Buy	+667	New	+$205K	0.04%	171
2018 Q4	–	Sell	-667	Closed	-$213K	–	175
2018 Q3	$213K	Sell	667 -333	-33%	-$106K	0.04%	169
2018 Q2	$322K	Hold	1,000	–	–	0.07%	139
2018 Q1	$273K	Hold	1,000	–	–	0.06%	149
2017 Q4	$243K	Hold	1,000	–	–	0.05%	159
2017 Q3	$202K	Hold	1,000	–	–	0.05%	169
2017 Q2	$205K	Buy	+1,000	New	+$199K	0.05%	169

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fiduciary Group's CHE Position: Q3 2020 in Review

Fiduciary Group sold out of Chemed (CHE) in Q3 2020, closing a stake of 445 shares — an estimated $201K sold.

Fiduciary Group first reported a position in CHE in Q2 2017 and held it in 9 quarters. The position peaked at $322K in Q2 2018. 446 funds tracked by Wall St. Rank hold CHE as of Q3 2020.

Fiduciary Group reported no remaining Chemed position as of Q3 2020 after selling out during the quarter.
Fiduciary Group sold 445 Chemed shares in Q3 2020, an estimated $201K.
Fiduciary Group first reported a position in Chemed in Q2 2017 and held it in 9 quarters.
Fiduciary Group's Chemed position peaked at $322K in Q2 2018.
446 funds tracked by Wall St. Rank held Chemed as of Q3 2020.

Based on Fiduciary Group's 13F filing for Q3 2020, filed 12 Nov 2020.