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Ladenburg Thalmann Financial Services’s Chemed CHE Stock Holding History

Ladenburg Thalmann Financial Services’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 		$401K Buy
1,350
+376
+39% +$158K ﹤0.01% 1996
2019
Q3 		$408K Buy
974
+22
+2% +$8.98K ﹤0.01% 1918
2019
Q2 		$343K Buy
952
+212
+29% +$70.9K ﹤0.01% 2029
2019
Q1 		$236K Sell
740
-120
-14% -$36.9K ﹤0.01% 2273
2018
Q4 		$229K Buy
860
+387
+82% +$117K ﹤0.01% 2139
2018
Q3 		$151K Buy
473
+22
+5% +$7.01K ﹤0.01% 2522
2018
Q2 		$124K Hold
451
– – ﹤0.01% 2621
2018
Q1 		$124K Buy
451
+56
+14% +$14.8K ﹤0.01% 2621
2017
Q4 		$96K Buy
395
+42
+12% +$9.54K ﹤0.01% 2755
2017
Q3 		$71K Buy
353
+84
+31% +$16.5K ﹤0.01% 2827
2017
Q2 		$55K Buy
269
+67
+33% +$13.3K ﹤0.01% 2952
2017
Q1 		$37K Buy
202
+28
+16% +$4.88K ﹤0.01% 3134
2016
Q4 		$28K Buy
174
+142
+444% +$20.9K ﹤0.01% 3251
2016
Q3 		$4K Sell
32
-5
-14% -$696 ﹤0.01% 4247
2016
Q2 		$5K Hold
37
– – ﹤0.01% 4110
2016
Q1 		$5K Sell
37
-33
-47% -$4.46K ﹤0.01% 4053
2015
Q4 		$10K Buy
70
+62
+775% +$9.16K ﹤0.01% 3663
2015
Q3 		$1K Sell
8
-84
-91% -$11.8K ﹤0.01% 4391
2015
Q2 		$11K Buy
92
+3
+3% +$371 ﹤0.01% 3615
2015
Q1 		$10K Buy
89
+57
+178% +$6.33K ﹤0.01% 3632
2014
Q4 		$3K Buy
32
+28
+700% +$2.96K ﹤0.01% 3903
2014
Q3 		$0 Hold
4
– – ﹤0.01% 3928
2014
Q2 		$0 Hold
4
– – ﹤0.01% 3890
2014
Q1 		$0 Buy
+4
New +$326 ﹤0.01% 3761

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CHE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Chemed (CHE) stake by 39% in Q4 2019, buying an estimated $158K and bringing the position to 1,350 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Ladenburg Thalmann Financial Services first reported a position in CHE in Q1 2014 and has held it in 24 quarters since. The position peaked at $408K in Q3 2019. 415 funds tracked by Wall St. Rank hold CHE as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,350 shares of Chemed worth $401K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 376 Chemed shares in Q4 2019, an estimated $158K.
  • Chemed made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1996 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Chemed in Q1 2014 and has held it in 24 quarters since.
  • Ladenburg Thalmann Financial Services's Chemed position peaked at $408K in Q3 2019.
  • 415 funds tracked by Wall St. Rank held Chemed as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.