McDonald Partners’s Chemed CHE Stock Holding History

McDonald 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
2022 Q1	–	Sell	-1	Closed	-$529	–	377
2021 Q4	$529	Buy	+1	New	+$480	﹤0.01%	494

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 $3.38T AUM 44.17% 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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

McDonald Partners's CHE Position: Q1 2022 in Review

McDonald Partners sold out of Chemed (CHE) in Q1 2022, closing a stake of 1 share — an estimated $529 sold.

McDonald Partners first reported a position in CHE in Q4 2021 and held it in 1 quarter. The position peaked at $529 in Q4 2021. 425 funds tracked by Wall St. Rank hold CHE as of Q1 2022.

McDonald Partners reported no remaining Chemed position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 1 Chemed share in Q1 2022, an estimated $529.
McDonald Partners first reported a position in Chemed in Q4 2021 and held it in 1 quarter.
McDonald Partners's Chemed position peaked at $529 in Q4 2021.
425 funds tracked by Wall St. Rank held Chemed as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.