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Palo Capital’s Chemed CHE Stock Holding History

Palo Capital’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
2018
Q4 		$2.87M Sell
10,124
-250
-2% -$75.4K 1.22% 26
2018
Q3 		$3.31M Sell
10,374
-52
-0.5% -$16.6K 1.19% 31
2018
Q2 		$3.35M Sell
10,426
-476
-4% -$149K 1.22% 27
2018
Q1 		$2.98M Buy
10,902
+460
+4% +$122K 1.08% 32
2017
Q4 		$2.54M Buy
10,442
+1,174
+13% +$267K 1.13% 37
2017
Q3 		$1.87M Buy
9,268
+387
+4% +$76.1K 0.99% 41
2017
Q2 		$1.82M Sell
8,881
-92
-1% -$18.3K 1.03% 38
2017
Q1 		$1.64M Sell
8,973
-583
-6% -$102K 0.97% 39
2016
Q4 		$1.53M Buy
9,556
+400
+4% +$58.8K 0.97% 48
2016
Q3 		$1.29M Sell
9,156
-7,724
-46% -$1.08M 0.9% 54
2016
Q2 		$2.3M Buy
16,880
+8,900
+112% +$1.18M 0.79% 55
2016
Q1 		$1.08M Buy
7,980
+2,839
+55% +$384K 0.85% 50
2015
Q4 		$770K Buy
+5,141
New +$760K 0.7% 72

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Palo Capital's CHE Position: Q4 2018 in Review

Palo Capital reduced its Chemed (CHE) stake by 2.4% in Q4 2018, selling an estimated $75.4K and leaving 10,124 shares worth $2.87M. The position accounts for 1.22% of the portfolio, ranked #26.

Palo Capital first reported a position in CHE in Q4 2015 and has held it in 13 quarters since. The position peaked at $3.35M in Q2 2018. 359 funds tracked by Wall St. Rank hold CHE as of Q4 2018.

  • Palo Capital held 10,124 shares of Chemed worth $2.87M as of Q4 2018.
  • Palo Capital sold 250 Chemed shares in Q4 2018, an estimated $75.4K.
  • Chemed made up 1.22% of Palo Capital's portfolio in Q4 2018, its #26 holding.
  • Palo Capital first reported a position in Chemed in Q4 2015 and has held it in 13 quarters since.
  • Palo Capital's Chemed position peaked at $3.35M in Q2 2018.
  • 359 funds tracked by Wall St. Rank held Chemed as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.