Founders Financial Alliance’s Chemed CHE Stock Holding History

Founders Financial Alliance’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 Q4	–	Sell	-23	Closed	-$10K	–	571
2020 Q3	$10K	Buy	+23	New	+$11.3K	0.01%	757

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Founders Financial Alliance's CHE Position: Q4 2020 in Review

Founders Financial Alliance sold out of Chemed (CHE) in Q4 2020, closing a stake of 23 shares — an estimated $10K sold.

Founders Financial Alliance first reported a position in CHE in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 442 funds tracked by Wall St. Rank hold CHE as of Q4 2020.

Founders Financial Alliance reported no remaining Chemed position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 23 Chemed shares in Q4 2020, an estimated $10K.
Founders Financial Alliance first reported a position in Chemed in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's Chemed position peaked at $10K in Q3 2020.
442 funds tracked by Wall St. Rank held Chemed as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.