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LS Investment Advisors’s Chemed CHE Stock Holding History

LS Investment 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
2021
Q2 		– Sell
-790
Closed -$363K – 259
2021
Q1 		$363K Sell
790
-245
-24% -$120K 0.02% 489
2020
Q4 		$551K Hold
1,035
– – 0.03% 403
2020
Q3 		$497K Sell
1,035
-13
-1% -$6.38K 0.03% 386
2020
Q2 		$473K Buy
1,048
+39
+4% +$17.4K 0.03% 391
2020
Q1 		$437K Hold
1,009
– – 0.03% 364
2019
Q4 		$443K Sell
1,009
-13
-1% -$5.47K 0.02% 519
2019
Q3 		$427K Buy
1,022
+24
+2% +$9.8K 0.02% 508
2019
Q2 		$360K Sell
998
-77
-7% -$25.7K 0.02% 568
2019
Q1 		$344K Sell
1,075
-25
-2% -$7.68K 0.02% 583
2018
Q4 		$312K Sell
1,100
-175
-14% -$52.8K 0.02% 593
2018
Q3 		$407K Sell
1,275
-114
-8% -$36.3K 0.02% 579
2018
Q2 		$447K Buy
1,389
+460
+50% +$144K 0.03% 543
2018
Q1 		$253K Sell
929
-8
-0.9% -$2.12K 0.02% 751
2017
Q4 		$228K Buy
937
+354
+61% +$80.4K 0.01% 829
2017
Q3 		$118K Sell
583
-52
-8% -$10.2K 0.01% 1106
2017
Q2 		$130K Hold
635
– – 0.01% 1051
2017
Q1 		$116K Sell
635
-60
-9% -$10.5K 0.01% 1073
2016
Q4 		$111K Buy
695
+6
+0.9% +$881 0.01% 1008
2016
Q3 		$97K Hold
689
– – 0.01% 1013
2016
Q2 		$94K Buy
689
+13
+2% +$1.73K 0.01% 1017
2016
Q1 		$92K Buy
676
+6
+0.9% +$811 0.01% 905
2015
Q4 		$100K Buy
670
+40
+6% +$5.91K 0.01% 858
2015
Q3 		$84K Sell
630
-17
-3% -$2.38K 0.01% 921
2015
Q2 		$85K Buy
+647
New +$80K 0.01% 952

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

LS Investment Advisors's CHE Position: Q2 2021 in Review

LS Investment Advisors sold out of Chemed (CHE) in Q2 2021, closing a stake of 790 shares — an estimated $363K sold.

LS Investment Advisors first reported a position in CHE in Q2 2015 and held it in 24 quarters. The position peaked at $551K in Q4 2020. 426 funds tracked by Wall St. Rank hold CHE as of Q2 2021.

  • LS Investment Advisors reported no remaining Chemed position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 790 Chemed shares in Q2 2021, an estimated $363K.
  • LS Investment Advisors first reported a position in Chemed in Q2 2015 and held it in 24 quarters.
  • LS Investment Advisors's Chemed position peaked at $551K in Q4 2020.
  • 426 funds tracked by Wall St. Rank held Chemed as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.