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Omnia Family Wealth’s Chemed CHE Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-19
Closed -$6K – 179
2019
Q1 		$6K Hold
19
– – ﹤0.01% 295
2018
Q4 		$5K Hold
19
– – ﹤0.01% 284
2018
Q3 		$6K Hold
19
– – ﹤0.01% 288
2018
Q2 		$6K Hold
19
– – ﹤0.01% 290
2018
Q1 		$5K Buy
+19
New +$5.03K ﹤0.01% 305

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Omnia Family Wealth's CHE Position: Q2 2019 in Review

Omnia Family Wealth sold out of Chemed (CHE) in Q2 2019, closing a stake of 19 shares — an estimated $6K sold.

Omnia Family Wealth first reported a position in CHE in Q1 2018 and held it in 5 quarters. The position peaked at $6K in Q1 2019. 370 funds tracked by Wall St. Rank hold CHE as of Q2 2019.

  • Omnia Family Wealth reported no remaining Chemed position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 19 Chemed shares in Q2 2019, an estimated $6K.
  • Omnia Family Wealth first reported a position in Chemed in Q1 2018 and held it in 5 quarters.
  • Omnia Family Wealth's Chemed position peaked at $6K in Q1 2019.
  • 370 funds tracked by Wall St. Rank held Chemed as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.