Next Financial Group’s Chemed CHE Stock Holding History

Next Financial Group’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 Q4	$5K	Buy	9 +4	+80%	+$1.92K	﹤0.01%	2403
2021 Q3	$2K	Sell	5 -722	-99%	-$340K	﹤0.01%	2452
2021 Q2	$345K	Buy	727 +17	+2%	+$8.16K	0.03%	608
2021 Q1	$326K	Buy	710 +6	+0.9%	+$2.94K	0.03%	590
2020 Q4	$375K	Buy	704 +197	+39%	+$96.8K	0.04%	472
2020 Q3	$244K	Buy	507 +47	+10%	+$23.1K	0.03%	555
2020 Q2	$207K	Buy	460 +28	+6%	+$12.5K	0.02%	528
2020 Q1	$187K	Sell	432 -615	-59%	-$275K	0.02%	563
2019 Q4	$460K	Sell	1,047 -376	-26%	-$158K	0.05%	394
2019 Q3	$595K	Buy	1,423 +114	+9%	+$46.5K	0.06%	320
2019 Q2	$472K	Buy	1,309 +1,013	+342%	+$339K	0.05%	359
2019 Q1	$95K	Buy	296 +287	+3,189%	+$88.1K	0.02%	549
2018 Q4	$3K	Buy	+9	New	+$2.72K	﹤0.01%	1653

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Next Financial Group's CHE Position: Q4 2021 in Review

Next Financial Group increased its Chemed (CHE) stake by 80% in Q4 2021, buying an estimated $1.92K and bringing the position to 9 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Next Financial Group first reported a position in CHE in Q4 2018 and has held it in 13 quarters since. The position peaked at $595K in Q3 2019. 420 funds tracked by Wall St. Rank hold CHE as of Q4 2021.

Next Financial Group held 9 shares of Chemed worth $5K as of Q4 2021.
Next Financial Group bought 4 Chemed shares in Q4 2021, an estimated $1.92K.
Chemed made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2403 holding.
Next Financial Group first reported a position in Chemed in Q4 2018 and has held it in 13 quarters since.
Next Financial Group's Chemed position peaked at $595K in Q3 2019.
420 funds tracked by Wall St. Rank held Chemed as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.