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Princeton Portfolio Strategies Group’s Chemed CHE Stock Holding History

Princeton Portfolio Strategies Group’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
Q2 		$8.43M Sell
17,771
-541
-3% -$260K 1.63% 22
2021
Q1 		$8.42M Buy
18,312
+127
+0.7% +$62.3K 1.63% 20
2020
Q4 		$9.69M Buy
18,185
+1,812
+11% +$890K 1.91% 17
2020
Q3 		$7.87M Buy
16,373
+5,202
+47% +$2.55M 1.72% 18
2020
Q2 		$5.04M Buy
+11,171
New +$4.99M 1.2% 31

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Princeton Portfolio Strategies Group's CHE Position: Q2 2021 in Review

Princeton Portfolio Strategies Group reduced its Chemed (CHE) stake by 3% in Q2 2021, selling an estimated $260K and leaving 17,771 shares worth $8.43M. The position accounts for 1.63% of the portfolio, ranked #22.

Princeton Portfolio Strategies Group first reported a position in CHE in Q2 2020 and has held it in 5 quarters since. The position peaked at $9.69M in Q4 2020. 425 funds tracked by Wall St. Rank hold CHE as of Q2 2021.

  • Princeton Portfolio Strategies Group held 17,771 shares of Chemed worth $8.43M as of Q2 2021.
  • Princeton Portfolio Strategies Group sold 541 Chemed shares in Q2 2021, an estimated $260K.
  • Chemed made up 1.63% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #22 holding.
  • Princeton Portfolio Strategies Group first reported a position in Chemed in Q2 2020 and has held it in 5 quarters since.
  • Princeton Portfolio Strategies Group's Chemed position peaked at $9.69M in Q4 2020.
  • 425 funds tracked by Wall St. Rank held Chemed as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.