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Monarch Partners Asset Management’s Chemed CHE Stock Holding History

Monarch Partners 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
2020
Q4 		– Sell
-911
Closed -$438K – 178
2020
Q3 		$438K Buy
+911
New +$447K 0.1% 149
2020
Q2 		– Sell
-534
Closed -$231K – 176
2020
Q1 		$231K Buy
+534
New +$238K 0.08% 148

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Monarch Partners Asset Management's CHE Position: Q4 2020 in Review

Monarch Partners Asset Management sold out of Chemed (CHE) in Q4 2020, closing a stake of 911 shares — an estimated $438K sold.

Monarch Partners Asset Management first reported a position in CHE in Q1 2020 and held it in 2 quarters. The position peaked at $438K in Q3 2020. 442 funds tracked by Wall St. Rank hold CHE as of Q4 2020.

  • Monarch Partners Asset Management reported no remaining Chemed position as of Q4 2020 after selling out during the quarter.
  • Monarch Partners Asset Management sold 911 Chemed shares in Q4 2020, an estimated $438K.
  • Monarch Partners Asset Management first reported a position in Chemed in Q1 2020 and held it in 2 quarters.
  • Monarch Partners Asset Management's Chemed position peaked at $438K in Q3 2020.
  • 442 funds tracked by Wall St. Rank held Chemed as of Q4 2020.

Based on Monarch Partners Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.