HGWM
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Harvest Group Wealth Management’s Chemed CHE Stock Holding History

Harvest Group 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
2020
Q4 		– Sell
-10
Closed -$5K – 667
2020
Q3 		$5K Hold
10
– – ﹤0.01% 259
2020
Q2 		$4K Buy
+10
New +$4.46K ﹤0.01% 258

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harvest Group Wealth Management's CHE Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Chemed (CHE) in Q4 2020, closing a stake of 10 shares — an estimated $5K sold.

Harvest Group Wealth Management first reported a position in CHE in Q2 2020 and held it in 2 quarters. The position peaked at $5K in Q3 2020. 442 funds tracked by Wall St. Rank hold CHE as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining Chemed position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 Chemed shares in Q4 2020, an estimated $5K.
  • Harvest Group Wealth Management first reported a position in Chemed in Q2 2020 and held it in 2 quarters.
  • Harvest Group Wealth Management's Chemed position peaked at $5K in Q3 2020.
  • 442 funds tracked by Wall St. Rank held Chemed as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.