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IBM Retirement Fund’s Chemed CHE Stock Holding History

IBM Retirement Fund’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
Q4 		– Sell
-434
Closed -$202K – 585
2021
Q3 		$202K Hold
434
– – 0.02% 727
2021
Q2 		$206K Sell
434
-92
-17% -$44.2K 0.02% 729
2021
Q1 		$242K Sell
526
-53
-9% -$26K 0.02% 699
2020
Q4 		$308K Buy
579
+76
+15% +$37.3K 0.02% 602
2020
Q3 		$242K Buy
+503
New +$247K 0.02% 590

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

IBM Retirement Fund's CHE Position: Q4 2021 in Review

IBM Retirement Fund sold out of Chemed (CHE) in Q4 2021, closing a stake of 434 shares — an estimated $202K sold.

IBM Retirement Fund first reported a position in CHE in Q3 2020 and held it in 5 quarters. The position peaked at $308K in Q4 2020. 420 funds tracked by Wall St. Rank hold CHE as of Q4 2021.

  • IBM Retirement Fund reported no remaining Chemed position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 434 Chemed shares in Q4 2021, an estimated $202K.
  • IBM Retirement Fund first reported a position in Chemed in Q3 2020 and held it in 5 quarters.
  • IBM Retirement Fund's Chemed position peaked at $308K in Q4 2020.
  • 420 funds tracked by Wall St. Rank held Chemed as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.