Islay Capital Management’s Chemed CHE Stock Holding History

Islay Capital 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
2021 Q3	–	Sell	-250	Closed	-$119K	–	286
2021 Q2	$119K	Buy	+250	New	+$120K	0.1%	116

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Islay Capital Management's CHE Position: Q3 2021 in Review

Islay Capital Management sold out of Chemed (CHE) in Q3 2021, closing a stake of 250 shares — an estimated $119K sold.

Islay Capital Management first reported a position in CHE in Q2 2021 and held it in 1 quarter. The position peaked at $119K in Q2 2021. 403 funds tracked by Wall St. Rank hold CHE as of Q3 2021.

Islay Capital Management reported no remaining Chemed position as of Q3 2021 after selling out during the quarter.
Islay Capital Management sold 250 Chemed shares in Q3 2021, an estimated $119K.
Islay Capital Management first reported a position in Chemed in Q2 2021 and held it in 1 quarter.
Islay Capital Management's Chemed position peaked at $119K in Q2 2021.
403 funds tracked by Wall St. Rank held Chemed as of Q3 2021.

Based on Islay Capital Management's 13F filing for Q3 2021, filed 18 Oct 2021.