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Parisi Gray Wealth Management’s Chemed CHE Stock Holding History

Parisi Gray Wealth Management’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
Q3 		– Sell
-30
Closed -$14K – 207
2021
Q2 		$14K Buy
+30
New +$14.4K 0.01% 403

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Parisi Gray Wealth Management's CHE Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Chemed (CHE) in Q3 2021, closing a stake of 30 shares — an estimated $14K sold.

Parisi Gray Wealth Management first reported a position in CHE in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 403 funds tracked by Wall St. Rank hold CHE as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining Chemed position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 30 Chemed shares in Q3 2021, an estimated $14K.
  • Parisi Gray Wealth Management first reported a position in Chemed in Q2 2021 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Chemed position peaked at $14K in Q2 2021.
  • 403 funds tracked by Wall St. Rank held Chemed as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.