OI
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Oakbrook Investments’s Chemed CHE Stock Holding History

Oakbrook Investments’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
Q1 		– Sell
-1,525
Closed -$670K – 161
2019
Q4 		$670K Sell
1,525
-450
-23% -$189K 0.14% 236
2019
Q3 		$825K Hold
1,975
– – 0.05% 280
2019
Q2 		$713K Hold
1,975
– – 0.04% 322
2019
Q1 		$632K Buy
1,975
+150
+8% +$46.1K 0.04% 350
2018
Q4 		$517K Sell
1,825
-250
-12% -$75.4K 0.04% 359
2018
Q3 		$663K Buy
+2,075
New +$661K 0.04% 381

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Oakbrook Investments's CHE Position: Q1 2020 in Review

Oakbrook Investments sold out of Chemed (CHE) in Q1 2020, closing a stake of 1,525 shares — an estimated $670K sold.

Oakbrook Investments first reported a position in CHE in Q3 2018 and held it in 6 quarters. The position peaked at $825K in Q3 2019. 412 funds tracked by Wall St. Rank hold CHE as of Q1 2020.

  • Oakbrook Investments reported no remaining Chemed position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 1,525 Chemed shares in Q1 2020, an estimated $670K.
  • Oakbrook Investments first reported a position in Chemed in Q3 2018 and held it in 6 quarters.
  • Oakbrook Investments's Chemed position peaked at $825K in Q3 2019.
  • 412 funds tracked by Wall St. Rank held Chemed as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.