Lee Ainslie’s Chemed CHE Stock Holding History

Lee Ainslie’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 Q4	–	Sell	-894	Closed	-$416K	–	378
2021 Q3	$416K	Buy	894 +459	+106%	+$216K	﹤0.01%	458
2021 Q2	$206K	Buy	+435	New	+$209K	﹤0.01%	480
2021 Q1	–	Sell	-1,747	Closed	-$930K	–	727
2020 Q4	$930K	Buy	+1,747	New	+$858K	0.01%	243

Other funds holding CHE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Lee Ainslie's CHE Position: Q4 2021 in Review

Lee Ainslie sold out of Chemed (CHE) in Q4 2021, closing a stake of 894 shares — an estimated $416K sold.

Lee Ainslie first reported a position in CHE in Q4 2020 and held it in 3 quarters. The position peaked at $930K in Q4 2020. 421 funds tracked by Wall St. Rank hold CHE as of Q4 2021.

Lee Ainslie reported no remaining Chemed position as of Q4 2021 after selling out during the quarter.
Lee Ainslie sold 894 Chemed shares in Q4 2021, an estimated $416K.
Lee Ainslie first reported a position in Chemed in Q4 2020 and held it in 3 quarters.
Lee Ainslie's Chemed position peaked at $930K in Q4 2020.
421 funds tracked by Wall St. Rank held Chemed as of Q4 2021.

Based on Maverick Capital's 13F filing for Q4 2021, filed 14 Feb 2022.