IWP
CHE icon

Icon Wealth Partners’s Chemed CHE Stock Holding History

Icon Wealth Partners’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
Q3 		– Sell
-1,711
Closed -$812K – 343
2021
Q2 		$812K Buy
1,711
+149
+10% +$71.5K 0.09% 176
2021
Q1 		$718K Sell
1,562
-283
-15% -$139K 0.09% 171
2020
Q4 		$983K Buy
1,845
+401
+28% +$197K 0.16% 119
2020
Q3 		$694K Buy
+1,444
New +$708K 0.13% 119
2019
Q2 		– Sell
-190
Closed -$61K – 265
2019
Q1 		$61K Buy
+190
New +$58.4K 0.02% 311
2018
Q3 		– Sell
-194
Closed -$62K – 351
2018
Q2 		$62K Buy
+194
New +$60.7K 0.03% 327
2018
Q1 		– Sell
-194
Closed -$47K – 339
2017
Q4 		$47K Buy
+194
New +$44.1K 0.02% 431

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Icon Wealth Partners's CHE Position: Q3 2021 in Review

Icon Wealth Partners sold out of Chemed (CHE) in Q3 2021, closing a stake of 1,711 shares — an estimated $812K sold.

Icon Wealth Partners first reported a position in CHE in Q4 2017 and held it in 7 quarters. The position peaked at $983K in Q4 2020. 403 funds tracked by Wall St. Rank hold CHE as of Q3 2021.

  • Icon Wealth Partners reported no remaining Chemed position as of Q3 2021 after selling out during the quarter.
  • Icon Wealth Partners sold 1,711 Chemed shares in Q3 2021, an estimated $812K.
  • Icon Wealth Partners first reported a position in Chemed in Q4 2017 and held it in 7 quarters.
  • Icon Wealth Partners's Chemed position peaked at $983K in Q4 2020.
  • 403 funds tracked by Wall St. Rank held Chemed as of Q3 2021.

Based on Icon Wealth Partners's 13F filing for Q3 2021, filed 15 Nov 2021.