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Regions Financial Corp’s Chemed CHE Stock Holding History

Regions Financial Corp’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
2023
Q3 		– Sell
-407
Closed -$220K – 804
2023
Q2 		$220K Sell
407
-21
-5% -$11.5K ﹤0.01% 770
2023
Q1 		$230K Sell
428
-37
-8% -$18.9K ﹤0.01% 754
2022
Q4 		$237K Sell
465
-10
-2% -$4.87K ﹤0.01% 749
2022
Q3 		$207K Sell
475
-3
-0.6% -$1.44K ﹤0.01% 768
2022
Q2 		$225K Sell
478
-246
-34% -$120K ﹤0.01% 778
2022
Q1 		$367K Sell
724
-50
-6% -$24K ﹤0.01% 696
2021
Q4 		$409K Sell
774
-467
-38% -$224K ﹤0.01% 693
2021
Q3 		$577K Sell
1,241
-10
-0.8% -$4.71K 0.01% 582
2021
Q2 		$594K Buy
1,251
+197
+19% +$94.6K 0.01% 574
2021
Q1 		$485K Sell
1,054
-153
-13% -$75K ﹤0.01% 587
2020
Q4 		$643K Buy
1,207
+20
+2% +$9.83K 0.01% 521
2020
Q3 		$570K Sell
1,187
-110
-8% -$54K 0.01% 509
2020
Q2 		$585K Buy
1,297
+518
+66% +$231K 0.01% 504
2020
Q1 		$337K Buy
779
+284
+57% +$127K ﹤0.01% 567
2019
Q4 		$218K Buy
495
+4
+0.8% +$1.68K ﹤0.01% 766
2019
Q3 		$205K Buy
+491
New +$200K ﹤0.01% 761
2019
Q2 		– Sell
-413
Closed -$132K – 972
2019
Q1 		$132K Buy
413
+13
+3% +$3.99K ﹤0.01% 897
2018
Q4 		$113K Hold
400
– – ﹤0.01% 924
2018
Q3 		$128K Hold
400
– – ﹤0.01% 956
2018
Q2 		$129K Hold
400
– – ﹤0.01% 947
2018
Q1 		$109K Hold
400
– – ﹤0.01% 1015
2017
Q4 		$97K Buy
+400
New +$90.9K ﹤0.01% 1056

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Regions Financial Corp's CHE Position: Q3 2023 in Review

Regions Financial Corp sold out of Chemed (CHE) in Q3 2023, closing a stake of 407 shares — an estimated $220K sold.

Regions Financial Corp first reported a position in CHE in Q4 2017 and held it in 22 quarters. The position peaked at $643K in Q4 2020. 457 funds tracked by Wall St. Rank hold CHE as of Q3 2023.

  • Regions Financial Corp reported no remaining Chemed position as of Q3 2023 after selling out during the quarter.
  • Regions Financial Corp sold 407 Chemed shares in Q3 2023, an estimated $220K.
  • Regions Financial Corp first reported a position in Chemed in Q4 2017 and held it in 22 quarters.
  • Regions Financial Corp's Chemed position peaked at $643K in Q4 2020.
  • 457 funds tracked by Wall St. Rank held Chemed as of Q3 2023.

Based on Regions Financial Corp's 13F filing for Q3 2023, filed 1 Nov 2023.