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Integrated Investment Consultants’s Chemed CHE Stock Holding History

Integrated Investment Consultants’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
-394
Closed -$210K – 258
2020
Q4 		$210K Buy
+394
New +$194K 0.08% 224
2018
Q2 		– Sell
-492
Closed -$134K – 257
2018
Q1 		$134K Buy
+492
New +$130K 0.05% 260
2017
Q3 		$96K Sell
474
-177
-27% -$34.8K 0.04% 305
2017
Q2 		$133K Sell
651
-10
-2% -$1.99K 0.06% 227
2017
Q1 		$121K Hold
661
– – 0.06% 244
2016
Q4 		$106K Hold
661
– – 0.05% 258
2016
Q3 		$93K Sell
661
-9
-1% -$1.25K 0.05% 282
2016
Q2 		$91K Hold
670
– – 0.05% 286
2016
Q1 		$91K Buy
+670
New +$90.6K 0.05% 252

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Integrated Investment Consultants's CHE Position: Q1 2021 in Review

Integrated Investment Consultants sold out of Chemed (CHE) in Q1 2021, closing a stake of 394 shares — an estimated $210K sold.

Integrated Investment Consultants first reported a position in CHE in Q1 2016 and held it in 9 quarters. The position peaked at $210K in Q4 2020. 422 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

  • Integrated Investment Consultants reported no remaining Chemed position as of Q1 2021 after selling out during the quarter.
  • Integrated Investment Consultants sold 394 Chemed shares in Q1 2021, an estimated $210K.
  • Integrated Investment Consultants first reported a position in Chemed in Q1 2016 and held it in 9 quarters.
  • Integrated Investment Consultants's Chemed position peaked at $210K in Q4 2020.
  • 422 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

Based on Integrated Investment Consultants's 13F filing for Q1 2021, filed 20 Apr 2021.