Minot Wealth Management’s Chemed CHE Stock Holding History

Minot Wealth 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	$891K	Hold	1,898	–	–	0.23%	81
2022 Q1	$961K	Hold	1,898	–	–	0.21%	91
2021 Q4	$1M	Hold	1,898	–	–	0.19%	93
2021 Q3	$883K	Sell	1,898 -2	-0.1%	-$943	0.19%	97
2021 Q2	$908K	Hold	1,900	–	–	0.2%	96
2021 Q1	$874K	Hold	1,900	–	–	0.22%	95
2020 Q4	$1.01M	Hold	1,900	–	–	0.3%	79
2020 Q3	$913K	Hold	1,900	–	–	0.34%	74
2020 Q2	$857K	Hold	1,900	–	–	0.43%	67
2020 Q1	$823K	Sell	1,900 -43	-2%	-$19.2K	0.59%	56
2019 Q4	$933K	Buy	+1,943	New	+$817K	0.43%	66

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

Minot Wealth Management's CHE Position: Q2 2022 in Review

Minot Wealth Management held its Chemed (CHE) position steady in Q2 2022 at 1,898 shares worth $891K. The position accounts for 0.23% of the portfolio, ranked #81.

Minot Wealth Management first reported a position in CHE in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2020. 429 funds tracked by Wall St. Rank hold CHE as of Q2 2022.

Minot Wealth Management held 1,898 shares of Chemed worth $891K as of Q2 2022.
Minot Wealth Management left its Chemed share count unchanged in Q2 2022.
Chemed made up 0.23% of Minot Wealth Management's portfolio in Q2 2022, its #81 holding.
Minot Wealth Management first reported a position in Chemed in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Chemed position peaked at $1.01M in Q4 2020.
429 funds tracked by Wall St. Rank held Chemed as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.