J.W. Coons Advisors’s Chemed CHE Stock Holding History

J.W. Coons Advisors’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 Q2	–	Sell	-560	Closed	-$258K	–	216
2021 Q1	$258K	Hold	560	–	–	0.09%	189
2020 Q4	$299K	Sell	560 -50	-8%	-$24.6K	0.11%	166
2020 Q3	$293K	Hold	610	–	–	0.12%	155
2020 Q2	$276K	Sell	610 -100	-14%	-$44.6K	0.12%	158
2020 Q1	$308K	Buy	+710	New	+$317K	0.16%	145

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

J.W. Coons Advisors's CHE Position: Q2 2021 in Review

J.W. Coons Advisors sold out of Chemed (CHE) in Q2 2021, closing a stake of 560 shares — an estimated $258K sold.

J.W. Coons Advisors first reported a position in CHE in Q1 2020 and held it in 5 quarters. The position peaked at $308K in Q1 2020. 425 funds tracked by Wall St. Rank hold CHE as of Q2 2021.

J.W. Coons Advisors reported no remaining Chemed position as of Q2 2021 after selling out during the quarter.
J.W. Coons Advisors sold 560 Chemed shares in Q2 2021, an estimated $258K.
J.W. Coons Advisors first reported a position in Chemed in Q1 2020 and held it in 5 quarters.
J.W. Coons Advisors's Chemed position peaked at $308K in Q1 2020.
425 funds tracked by Wall St. Rank held Chemed as of Q2 2021.

Based on J.W. Coons Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.