First Mercantile Trust’s Chemed CHE Stock Holding History

First Mercantile Trust’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
2021 Q2	–	Sell	-220	Closed	-$101K	–	866
2021 Q1	$101K	Sell	220 -20	-8%	-$9.8K	0.01%	678
2020 Q4	$128K	Buy	240 +80	+50%	+$39.3K	0.01%	610
2020 Q3	$77K	Sell	160 -70	-30%	-$34.3K	0.01%	732
2020 Q2	$104K	Buy	+230	New	+$103K	0.01%	645
2015 Q2	–	Sell	-1,020	Closed	-$122K	–	987
2015 Q1	$122K	Sell	1,020 -100	-9%	-$11.1K	0.01%	811
2014 Q4	$118K	Sell	1,120 -50	-4%	-$5.28K	0.01%	806
2014 Q3	$120K	Sell	1,170 -550	-32%	-$55.7K	0.01%	828
2014 Q2	$161K	Hold	1,720	–	–	0.01%	757
2014 Q1	$154K	Sell	1,720 -550	-24%	-$44.8K	0.01%	854
2013 Q4	$174K	Buy	2,270 +900	+66%	+$66.4K	0.01%	778
2013 Q3	$98K	Buy	1,370 +870	+174%	+$61.9K	0.01%	832
2013 Q2	$36K	Buy	+500	New	+$36.7K	﹤0.01%	1022

Other funds holding CHE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

First Mercantile Trust's CHE Position: Q2 2021 in Review

First Mercantile Trust sold out of Chemed (CHE) in Q2 2021, closing a stake of 220 shares — an estimated $101K sold.

First Mercantile Trust first reported a position in CHE in Q2 2013 and held it in 12 quarters. The position peaked at $174K in Q4 2013. 426 funds tracked by Wall St. Rank hold CHE as of Q2 2021.

First Mercantile Trust reported no remaining Chemed position as of Q2 2021 after selling out during the quarter.
First Mercantile Trust sold 220 Chemed shares in Q2 2021, an estimated $101K.
First Mercantile Trust first reported a position in Chemed in Q2 2013 and held it in 12 quarters.
First Mercantile Trust's Chemed position peaked at $174K in Q4 2013.
426 funds tracked by Wall St. Rank held Chemed as of Q2 2021.

Based on First Mercantile Trust's 13F filing for Q2 2021, filed 10 Aug 2021.