Lenox Wealth Advisors’s Chemed CHE Stock Holding History

Lenox Wealth 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
2020 Q2	–	Sell	-5	Closed	-$2K	–	617
2020 Q1	$2K	Buy	+5	New	+$2.23K	﹤0.01%	566

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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

Lenox Wealth Advisors's CHE Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Chemed (CHE) in Q2 2020, closing a stake of 5 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in CHE in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 425 funds tracked by Wall St. Rank hold CHE as of Q2 2020.

Lenox Wealth Advisors reported no remaining Chemed position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 5 Chemed shares in Q2 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in Chemed in Q1 2020 and held it in 1 quarter.
Lenox Wealth Advisors's Chemed position peaked at $2K in Q1 2020.
425 funds tracked by Wall St. Rank held Chemed as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.