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Marshall Financial Group (Maryland)’s Chemed CHE Stock Holding History

Marshall Financial Group (Maryland)’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
-1,496
Closed -$696K – 213
2021
Q3 		$696K Buy
1,496
+155
+12% +$73.1K 0.36% 104
2021
Q2 		$636K Buy
+1,341
New +$644K 0.34% 108

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

Marshall Financial Group (Maryland)'s CHE Position: Q4 2021 in Review

Marshall Financial Group (Maryland) sold out of Chemed (CHE) in Q4 2021, closing a stake of 1,496 shares — an estimated $696K sold.

Marshall Financial Group (Maryland) first reported a position in CHE in Q2 2021 and held it in 2 quarters. The position peaked at $696K in Q3 2021. 420 funds tracked by Wall St. Rank hold CHE as of Q4 2021.

  • Marshall Financial Group (Maryland) reported no remaining Chemed position as of Q4 2021 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 1,496 Chemed shares in Q4 2021, an estimated $696K.
  • Marshall Financial Group (Maryland) first reported a position in Chemed in Q2 2021 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Chemed position peaked at $696K in Q3 2021.
  • 420 funds tracked by Wall St. Rank held Chemed as of Q4 2021.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2021, filed 27 Jan 2022.