Grimes & Company’s Chemed CHE Stock Holding History

Grimes & Company’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	-800	Closed	-$426K	–	283
2020 Q4	$426K	Hold	800	–	–	0.02%	192
2020 Q3	$384K	Hold	800	–	–	0.02%	194
2020 Q2	$361K	Hold	800	–	–	0.03%	192
2020 Q1	$347K	Hold	800	–	–	0.03%	188
2019 Q4	$351K	Hold	800	–	–	0.02%	202
2019 Q3	$334K	Hold	800	–	–	0.02%	197
2019 Q2	$289K	Hold	800	–	–	0.02%	208
2019 Q1	$256K	Hold	800	–	–	0.02%	212
2018 Q4	$227K	Hold	800	–	–	0.02%	209
2018 Q3	$256K	Hold	800	–	–	0.02%	206
2018 Q2	$257K	Hold	800	–	–	0.02%	203
2018 Q1	$218K	Buy	+800	New	+$212K	0.02%	215

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Grimes & Company's CHE Position: Q1 2021 in Review

Grimes & Company sold out of Chemed (CHE) in Q1 2021, closing a stake of 800 shares — an estimated $426K sold.

Grimes & Company first reported a position in CHE in Q1 2018 and held it in 12 quarters. The position peaked at $426K in Q4 2020. 421 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

Grimes & Company reported no remaining Chemed position as of Q1 2021 after selling out during the quarter.
Grimes & Company sold 800 Chemed shares in Q1 2021, an estimated $426K.
Grimes & Company first reported a position in Chemed in Q1 2018 and held it in 12 quarters.
Grimes & Company's Chemed position peaked at $426K in Q4 2020.
421 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

Based on Grimes & Company's 13F filing for Q1 2021, filed 12 May 2021.