McCarthy Asset Management’s Chemed CHE Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-274	Closed	-$139K	–	82
2022 Q1	$139K	Hold	274	–	–	0.1%	44
2021 Q4	$145K	Hold	274	–	–	0.1%	44
2021 Q3	$128K	Hold	274	–	–	0.1%	47
2021 Q2	$130K	Hold	274	–	–	0.09%	51
2021 Q1	$126K	Hold	274	–	–	0.1%	49
2020 Q4	$146K	Buy	+274	New	+$135K	0.12%	42

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McCarthy Asset Management's CHE Position: Q2 2022 in Review

McCarthy Asset Management sold out of Chemed (CHE) in Q2 2022, closing a stake of 274 shares — an estimated $139K sold.

McCarthy Asset Management first reported a position in CHE in Q4 2020 and held it in 6 quarters. The position peaked at $146K in Q4 2020. 429 funds tracked by Wall St. Rank hold CHE as of Q2 2022.

McCarthy Asset Management reported no remaining Chemed position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 274 Chemed shares in Q2 2022, an estimated $139K.
McCarthy Asset Management first reported a position in Chemed in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Chemed position peaked at $146K in Q4 2020.
429 funds tracked by Wall St. Rank held Chemed as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.