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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 $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Lee Financial's CHE Position: Q4 2021 in Review

Lee Financial sold out of Chemed (CHE) in Q4 2021, closing a stake of 12 shares — an estimated $6K sold.

Lee Financial first reported a position in CHE in Q1 2020 and held it in 7 quarters. The position peaked at $11K in Q4 2020. 420 funds tracked by Wall St. Rank hold CHE as of Q4 2021.

  • Lee Financial reported no remaining Chemed position as of Q4 2021 after selling out during the quarter.
  • Lee Financial sold 12 Chemed shares in Q4 2021, an estimated $6K.
  • Lee Financial first reported a position in Chemed in Q1 2020 and held it in 7 quarters.
  • Lee Financial's Chemed position peaked at $11K in Q4 2020.
  • 420 funds tracked by Wall St. Rank held Chemed as of Q4 2021.

Based on Lee Financial's 13F filing for Q4 2021, filed 8 Feb 2022.