LF
CHE icon

Lee Financial’s Chemed CHE Stock Holding History

Lee Financial’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
-12
Closed -$6K – 908
2021
Q3 		$6K Hold
12
– – ﹤0.01% 475
2021
Q2 		$6K Hold
12
– – ﹤0.01% 448
2021
Q1 		$6K Sell
12
-9
-43% -$4.41K ﹤0.01% 424
2020
Q4 		$11K Hold
21
– – ﹤0.01% 361
2020
Q3 		$10K Hold
21
– – ﹤0.01% 397
2020
Q2 		$9K Hold
21
– – ﹤0.01% 377
2020
Q1 		$9K Buy
+21
New +$9.38K ﹤0.01% 310

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return