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Liberty Wealth Management’s Chemed CHE Stock Holding History

Liberty Wealth Management’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
-36
Closed -$17K – 314
2021
Q3 		$17K Buy
36
+34
+1,700% +$16K 0.01% 691
2021
Q2 		$1K Buy
+2
New +$960 ﹤0.01% 975

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

Liberty Wealth Management's CHE Position: Q4 2021 in Review

Liberty Wealth Management sold out of Chemed (CHE) in Q4 2021, closing a stake of 36 shares — an estimated $17K sold.

Liberty Wealth Management first reported a position in CHE in Q2 2021 and held it in 2 quarters. The position peaked at $17K in Q3 2021. 420 funds tracked by Wall St. Rank hold CHE as of Q4 2021.

  • Liberty Wealth Management reported no remaining Chemed position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 36 Chemed shares in Q4 2021, an estimated $17K.
  • Liberty Wealth Management first reported a position in Chemed in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Chemed position peaked at $17K in Q3 2021.
  • 420 funds tracked by Wall St. Rank held Chemed as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.