Personal Wealth Partners’s Chemed CHE Stock Holding History

Personal Wealth Partners’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 Q1	–	Sell	-1	Closed	–	–	152
2019 Q4	$0	Hold	1	–	–	﹤0.01%	530
2019 Q3	$0	Buy	+1	New	+$408	﹤0.01%	540

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Personal Wealth Partners's CHE Position: Q1 2020 in Review

Personal Wealth Partners sold out of Chemed (CHE) in Q1 2020, closing a stake of 1 share.

Personal Wealth Partners first reported a position in CHE in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 412 funds tracked by Wall St. Rank hold CHE as of Q1 2020.

Personal Wealth Partners reported no remaining Chemed position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 1 Chemed share in Q1 2020.
Personal Wealth Partners first reported a position in Chemed in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Chemed position peaked at $0 in Q4 2019.
412 funds tracked by Wall St. Rank held Chemed as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.