Precision Wealth Strategies’s Chemed CHE Stock Holding History

Precision Wealth Strategies’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 Q1	–	Sell	-898	Closed	-$478K	–	88
2020 Q4	$478K	Buy	+898	New	+$441K	0.52%	20

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Precision Wealth Strategies's CHE Position: Q1 2021 in Review

Precision Wealth Strategies sold out of Chemed (CHE) in Q1 2021, closing a stake of 898 shares — an estimated $478K sold.

Precision Wealth Strategies first reported a position in CHE in Q4 2020 and held it in 1 quarter. The position peaked at $478K in Q4 2020. 421 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

Precision Wealth Strategies reported no remaining Chemed position as of Q1 2021 after selling out during the quarter.
Precision Wealth Strategies sold 898 Chemed shares in Q1 2021, an estimated $478K.
Precision Wealth Strategies first reported a position in Chemed in Q4 2020 and held it in 1 quarter.
Precision Wealth Strategies's Chemed position peaked at $478K in Q4 2020.
421 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

Based on Precision Wealth Strategies's 13F filing for Q1 2021, filed 26 Apr 2021.