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Freedom Investment Management’s Chemed CHE Stock Holding History

Freedom Investment 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
2021
Q1 		– Sell
-585
Closed -$312K – 846
2020
Q4 		$312K Sell
585
-143
-20% -$70.3K 0.03% 462
2020
Q3 		$350K Sell
728
-479
-40% -$235K 0.04% 375
2020
Q2 		$545K Sell
1,207
-238
-16% -$106K 0.06% 251
2020
Q1 		$701K Sell
1,445
-35
-2% -$15.6K 0.06% 259
2019
Q4 		$650K Sell
1,480
-171
-10% -$71.9K 0.06% 284
2019
Q3 		$690K Sell
1,651
-495
-23% -$202K 0.06% 284
2019
Q2 		$774K Sell
2,146
-276
-11% -$92.2K 0.06% 265
2019
Q1 		$775K Sell
2,422
-337
-12% -$103K 0.06% 294
2018
Q4 		$782K Buy
2,759
+1,183
+75% +$357K 0.06% 316
2018
Q3 		$502K Sell
1,576
-106
-6% -$33.8K 0.03% 513
2018
Q2 		$541K Sell
1,682
-2,681
-61% -$839K 0.03% 518
2018
Q1 		$1.19M Sell
4,363
-283
-6% -$75K 0.06% 320
2017
Q4 		$1.13M Sell
4,646
-482
-9% -$109K 0.06% 318
2017
Q3 		$1.04M Sell
5,128
-300
-6% -$59K 0.06% 324
2017
Q2 		$1.11M Sell
5,428
-101
-2% -$20.1K 0.06% 277
2017
Q1 		$1.01M Sell
5,529
-973
-15% -$170K 0.06% 289
2016
Q4 		$1.04M Sell
6,502
-1,675
-20% -$246K 0.07% 230
2016
Q3 		$1.15M Buy
8,177
+1,904
+30% +$265K 0.07% 204
2016
Q2 		$855K Sell
6,273
-260
-4% -$34.5K 0.06% 255
2016
Q1 		$885K Sell
6,533
-1,459
-18% -$197K 0.06% 244
2015
Q4 		$1.2M Sell
7,992
-7,556
-49% -$1.12M 0.09% 178
2015
Q3 		$698K Buy
15,548
+9,732
+167% +$1.36M 0.07% 237
2015
Q2 		$763K Buy
5,816
+1,692
+41% +$209K 0.08% 216
2015
Q1 		$492K Buy
4,124
+1,894
+85% +$210K 0.05% 310
2014
Q4 		$236K Buy
+2,230
New +$236K 0.03% 505

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Freedom Investment Management's CHE Position: Q1 2021 in Review

Freedom Investment Management sold out of Chemed (CHE) in Q1 2021, closing a stake of 585 shares — an estimated $312K sold.

Freedom Investment Management first reported a position in CHE in Q4 2014 and held it in 25 quarters. The position peaked at $1.2M in Q4 2015. 422 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

  • Freedom Investment Management reported no remaining Chemed position as of Q1 2021 after selling out during the quarter.
  • Freedom Investment Management sold 585 Chemed shares in Q1 2021, an estimated $312K.
  • Freedom Investment Management first reported a position in Chemed in Q4 2014 and held it in 25 quarters.
  • Freedom Investment Management's Chemed position peaked at $1.2M in Q4 2015.
  • 422 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

Based on Freedom Investment Management's 13F filing for Q1 2021, filed 14 May 2021.