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Golden State Wealth Management’s Chemed CHE Stock Holding History

Golden State 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
2022
Q1 		$664K Buy
1,311
+45
+4% +$21.6K 0.13% 148
2021
Q4 		$670K Buy
1,266
+278
+28% +$133K 0.12% 170
2021
Q3 		$460K Buy
988
+54
+6% +$25.5K 0.1% 175
2021
Q2 		$443K Buy
+934
New +$449K 0.1% 180

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Golden State Wealth Management's CHE Position: Q1 2022 in Review

Golden State Wealth Management increased its Chemed (CHE) stake by 3.6% in Q1 2022, buying an estimated $21.6K and bringing the position to 1,311 shares worth $664K. The position accounts for 0.13% of the portfolio, ranked #148.

Golden State Wealth Management first reported a position in CHE in Q2 2021 and has held it in 4 quarters since. The position peaked at $670K in Q4 2021. 425 funds tracked by Wall St. Rank hold CHE as of Q1 2022.

  • Golden State Wealth Management held 1,311 shares of Chemed worth $664K as of Q1 2022.
  • Golden State Wealth Management bought 45 Chemed shares in Q1 2022, an estimated $21.6K.
  • Chemed made up 0.13% of Golden State Wealth Management's portfolio in Q1 2022, its #148 holding.
  • Golden State Wealth Management first reported a position in Chemed in Q2 2021 and has held it in 4 quarters since.
  • Golden State Wealth Management's Chemed position peaked at $670K in Q4 2021.
  • 425 funds tracked by Wall St. Rank held Chemed as of Q1 2022.

Based on Golden State Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.