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GW Henssler & Associates’s Chemed CHE Stock Holding History

GW Henssler & Associates’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
Q2 		– Sell
-711
Closed -$327K – 230
2021
Q1 		$327K Hold
711
– – 0.02% 174
2020
Q4 		$379K Sell
711
-2
-0.3% -$983 0.03% 143
2020
Q3 		$342K Buy
713
+45
+7% +$22.1K 0.03% 141
2020
Q2 		$301K Buy
+668
New +$298K 0.03% 136
2015
Q2 		– Sell
-2,155
Closed -$257K – 168
2015
Q1 		$257K Buy
2,155
+85
+4% +$9.44K 0.03% 150
2014
Q4 		$219K Buy
2,070
+36
+2% +$3.8K 0.02% 151
2014
Q3 		$209K Buy
+2,034
New +$206K 0.03% 136

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

GW Henssler & Associates's CHE Position: Q2 2021 in Review

GW Henssler & Associates sold out of Chemed (CHE) in Q2 2021, closing a stake of 711 shares — an estimated $327K sold.

GW Henssler & Associates first reported a position in CHE in Q3 2014 and held it in 7 quarters. The position peaked at $379K in Q4 2020. 426 funds tracked by Wall St. Rank hold CHE as of Q2 2021.

  • GW Henssler & Associates reported no remaining Chemed position as of Q2 2021 after selling out during the quarter.
  • GW Henssler & Associates sold 711 Chemed shares in Q2 2021, an estimated $327K.
  • GW Henssler & Associates first reported a position in Chemed in Q3 2014 and held it in 7 quarters.
  • GW Henssler & Associates's Chemed position peaked at $379K in Q4 2020.
  • 426 funds tracked by Wall St. Rank held Chemed as of Q2 2021.

Based on GW Henssler & Associates's 13F filing for Q2 2021, filed 9 Aug 2021.