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Orion Portfolio Solutions’s Chemed CHE Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-27
Closed -$12K – 703
2020
Q2 		$12K Buy
27
+2
+8% +$893 ﹤0.01% 1126
2020
Q1 		$11K Buy
25
+2
+9% +$893 ﹤0.01% 1020
2019
Q4 		$10K Buy
+23
New +$9.68K ﹤0.01% 991

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Orion Portfolio Solutions's CHE Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Chemed (CHE) in Q3 2020, closing a stake of 27 shares — an estimated $12K sold.

Orion Portfolio Solutions first reported a position in CHE in Q4 2019 and held it in 3 quarters. The position peaked at $12K in Q2 2020. 446 funds tracked by Wall St. Rank hold CHE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Chemed position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 27 Chemed shares in Q3 2020, an estimated $12K.
  • Orion Portfolio Solutions first reported a position in Chemed in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Chemed position peaked at $12K in Q2 2020.
  • 446 funds tracked by Wall St. Rank held Chemed as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.