MOTCO’s Chemed CHE Stock Holding History

MOTCO’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 Q1	–	Sell	-25	Closed	-$13K	–	608
2020 Q4	$13K	Buy	+25	New	+$12.3K	﹤0.01%	505
2017 Q3	–	Sell	-19	Closed	-$4K	–	566
2017 Q2	$4K	Hold	19	–	–	﹤0.01%	533
2017 Q1	$3K	Buy	+19	New	+$3.31K	﹤0.01%	586

Other funds holding CHE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

MOTCO's CHE Position: Q1 2021 in Review

MOTCO sold out of Chemed (CHE) in Q1 2021, closing a stake of 25 shares — an estimated $13K sold.

MOTCO first reported a position in CHE in Q1 2017 and held it in 3 quarters. The position peaked at $13K in Q4 2020. 421 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

MOTCO reported no remaining Chemed position as of Q1 2021 after selling out during the quarter.
MOTCO sold 25 Chemed shares in Q1 2021, an estimated $13K.
MOTCO first reported a position in Chemed in Q1 2017 and held it in 3 quarters.
MOTCO's Chemed position peaked at $13K in Q4 2020.
421 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

Based on MOTCO's 13F filing for Q1 2021, filed 16 Apr 2021.