IRON Financial’s Chemed CHE Stock Holding History

IRON Financial’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
2019 Q4	–	Sell	-1,000	Closed	-$418K	–	120
2019 Q3	$418K	Buy	+1,000	New	+$408K	0.31%	60

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

IRON Financial's CHE Position: Q4 2019 in Review

IRON Financial sold out of Chemed (CHE) in Q4 2019, closing a stake of 1,000 shares — an estimated $418K sold.

IRON Financial first reported a position in CHE in Q3 2019 and held it in 1 quarter. The position peaked at $418K in Q3 2019. 415 funds tracked by Wall St. Rank hold CHE as of Q4 2019.

IRON Financial reported no remaining Chemed position as of Q4 2019 after selling out during the quarter.
IRON Financial sold 1,000 Chemed shares in Q4 2019, an estimated $418K.
IRON Financial first reported a position in Chemed in Q3 2019 and held it in 1 quarter.
IRON Financial's Chemed position peaked at $418K in Q3 2019.
415 funds tracked by Wall St. Rank held Chemed as of Q4 2019.

Based on IRON Financial's 13F filing for Q4 2019, filed 30 Jan 2020.