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Reilly Financial Advisors’s Chemed CHE Stock Holding History

Reilly Financial Advisors’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
Q3 		– Sell
-58
Closed -$26K – 846
2020
Q2 		$26K Hold
58
– – ﹤0.01% 399
2020
Q1 		$25K Hold
58
– – ﹤0.01% 396
2019
Q4 		$25K Hold
58
– – ﹤0.01% 455
2019
Q3 		$24K Sell
58
-106
-65% -$43.3K ﹤0.01% 465
2019
Q2 		$59K Buy
164
+1
+0.6% +$334 0.01% 332
2019
Q1 		$52K Hold
163
– – 0.01% 347
2018
Q4 		$46K Hold
163
– – 0.01% 347
2018
Q3 		$52K Buy
163
+105
+181% +$33.5K 0.01% 354
2018
Q2 		$19K Hold
58
– – ﹤0.01% 515
2018
Q1 		$16K Buy
+58
New +$15.4K ﹤0.01% 550

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Reilly Financial Advisors's CHE Position: Q3 2020 in Review

Reilly Financial Advisors sold out of Chemed (CHE) in Q3 2020, closing a stake of 58 shares — an estimated $26K sold.

Reilly Financial Advisors first reported a position in CHE in Q1 2018 and held it in 10 quarters. The position peaked at $59K in Q2 2019. 446 funds tracked by Wall St. Rank hold CHE as of Q3 2020.

  • Reilly Financial Advisors reported no remaining Chemed position as of Q3 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 58 Chemed shares in Q3 2020, an estimated $26K.
  • Reilly Financial Advisors first reported a position in Chemed in Q1 2018 and held it in 10 quarters.
  • Reilly Financial Advisors's Chemed position peaked at $59K in Q2 2019.
  • 446 funds tracked by Wall St. Rank held Chemed as of Q3 2020.

Based on Reilly Financial Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.