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Patriot Financial Group Insurance Agency’s Chemed CHE Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-3
Closed -$1K – 1862
2020
Q3 		$1K Hold
3
– – ﹤0.01% 1530
2020
Q2 		$1K Hold
3
– – ﹤0.01% 1492
2020
Q1 		$1K Hold
3
– – ﹤0.01% 1404
2019
Q4 		$1K Hold
3
– – ﹤0.01% 1179
2019
Q3 		$1K Sell
3
-5
-63% -$2.04K ﹤0.01% 1154
2019
Q2 		$3K Buy
8
+5
+167% +$1.67K ﹤0.01% 1029
2019
Q1 		$1K Hold
3
– – ﹤0.01% 1082
2018
Q4 		$1K Buy
+3
New +$905 ﹤0.01% 880

Other funds holding CHE

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $3.37T AUM 44.26% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CHE Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Chemed (CHE) in Q4 2020, closing a stake of 3 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in CHE in Q4 2018 and held it in 8 quarters. The position peaked at $3K in Q2 2019. 442 funds tracked by Wall St. Rank hold CHE as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Chemed position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3 Chemed shares in Q4 2020, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Chemed in Q4 2018 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's Chemed position peaked at $3K in Q2 2019.
  • 442 funds tracked by Wall St. Rank held Chemed as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.