JOYN Advisors’s Chemed CHE Stock Holding History

JOYN 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
2019 Q1	–	Sell	-4	Closed	-$1K	–	338
2018 Q4	$1K	Sell	4 -4	-50%	-$1.21K	﹤0.01%	1598
2018 Q3	$3K	Buy	8 +1	+14%	+$319	﹤0.01%	1322
2018 Q2	$2K	Sell	7 -3	-30%	-$939	﹤0.01%	1396
2018 Q1	$3K	Buy	+10	New	+$2.65K	﹤0.01%	957

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

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JOYN Advisors's CHE Position: Q1 2019 in Review

JOYN Advisors sold out of Chemed (CHE) in Q1 2019, closing a stake of 4 shares — an estimated $1K sold.

JOYN Advisors first reported a position in CHE in Q1 2018 and held it in 4 quarters. The position peaked at $3K in Q3 2018. 382 funds tracked by Wall St. Rank hold CHE as of Q1 2019.

JOYN Advisors reported no remaining Chemed position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 4 Chemed shares in Q1 2019, an estimated $1K.
JOYN Advisors first reported a position in Chemed in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Chemed position peaked at $3K in Q3 2018.
382 funds tracked by Wall St. Rank held Chemed as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.