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Marietta Investment Partners’s Chemed CHE Stock Holding History

Marietta Investment Partners’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
-563
Closed -$259K – 182
2021
Q1 		$259K Sell
563
-900
-62% -$441K 0.06% 158
2020
Q4 		$779K Sell
1,463
-475
-25% -$233K 0.2% 87
2020
Q3 		$931K Buy
1,938
+1,315
+211% +$645K 0.28% 69
2020
Q2 		$281K Buy
+623
New +$278K 0.09% 123

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Marietta Investment Partners's CHE Position: Q2 2021 in Review

Marietta Investment Partners sold out of Chemed (CHE) in Q2 2021, closing a stake of 563 shares — an estimated $259K sold.

Marietta Investment Partners first reported a position in CHE in Q2 2020 and held it in 4 quarters. The position peaked at $931K in Q3 2020. 425 funds tracked by Wall St. Rank hold CHE as of Q2 2021.

  • Marietta Investment Partners reported no remaining Chemed position as of Q2 2021 after selling out during the quarter.
  • Marietta Investment Partners sold 563 Chemed shares in Q2 2021, an estimated $259K.
  • Marietta Investment Partners first reported a position in Chemed in Q2 2020 and held it in 4 quarters.
  • Marietta Investment Partners's Chemed position peaked at $931K in Q3 2020.
  • 425 funds tracked by Wall St. Rank held Chemed as of Q2 2021.

Based on Marietta Investment Partners's 13F filing for Q2 2021, filed 13 Aug 2021.