GT
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Greenleaf Trust’s Chemed CHE Stock Holding History

Greenleaf 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
Q1 		– Sell
-471
Closed -$251K – 709
2020
Q4 		$251K Buy
471
+20
+4% +$9.83K ﹤0.01% 519
2020
Q3 		$217K Buy
451
+1
+0.2% +$490 ﹤0.01% 497
2020
Q2 		$203K Buy
+450
New +$201K ﹤0.01% 508
2018
Q4 		– Sell
-839
Closed -$268K – 498
2018
Q3 		$268K Buy
+839
New +$267K ﹤0.01% 428
2018
Q2 		– Sell
-226
Closed -$62K – 523
2018
Q1 		$62K Hold
226
– – ﹤0.01% 472
2017
Q4 		$55K Hold
226
– – ﹤0.01% 475
2017
Q3 		$46K Buy
+226
New +$44.4K ﹤0.01% 447

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Greenleaf Trust's CHE Position: Q1 2021 in Review

Greenleaf Trust sold out of Chemed (CHE) in Q1 2021, closing a stake of 471 shares — an estimated $251K sold.

Greenleaf Trust first reported a position in CHE in Q3 2017 and held it in 7 quarters. The position peaked at $268K in Q3 2018. 421 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

  • Greenleaf Trust reported no remaining Chemed position as of Q1 2021 after selling out during the quarter.
  • Greenleaf Trust sold 471 Chemed shares in Q1 2021, an estimated $251K.
  • Greenleaf Trust first reported a position in Chemed in Q3 2017 and held it in 7 quarters.
  • Greenleaf Trust's Chemed position peaked at $268K in Q3 2018.
  • 421 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

Based on Greenleaf Trust's 13F filing for Q1 2021, filed 30 Apr 2021.