Rice Partnership’s Chemed CHE Stock Holding History

Rice Partnership’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
2019 Q4	–	Sell	-1,250	Closed	-$522K	–	101
2019 Q3	$522K	Hold	1,250	–	–	0.33%	50
2019 Q2	$451K	Hold	1,250	–	–	0.3%	56
2019 Q1	$400K	Hold	1,250	–	–	0.29%	57
2018 Q4	$354K	Hold	1,250	–	–	0.32%	51
2018 Q3	$399K	Hold	1,250	–	–	0.25%	53
2018 Q2	$402K	Hold	1,250	–	–	0.26%	56
2018 Q1	$341K	Sell	1,250 -50	-4%	-$13.2K	0.23%	58
2017 Q4	$316K	Buy	+1,300	New	+$295K	0.22%	64

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Rice Partnership's CHE Position: Q4 2019 in Review

Rice Partnership sold out of Chemed (CHE) in Q4 2019, closing a stake of 1,250 shares — an estimated $522K sold.

Rice Partnership first reported a position in CHE in Q4 2017 and held it in 8 quarters. The position peaked at $522K in Q3 2019. 415 funds tracked by Wall St. Rank hold CHE as of Q4 2019.

Rice Partnership reported no remaining Chemed position as of Q4 2019 after selling out during the quarter.
Rice Partnership sold 1,250 Chemed shares in Q4 2019, an estimated $522K.
Rice Partnership first reported a position in Chemed in Q4 2017 and held it in 8 quarters.
Rice Partnership's Chemed position peaked at $522K in Q3 2019.
415 funds tracked by Wall St. Rank held Chemed as of Q4 2019.

Based on Rice Partnership's 13F filing for Q4 2019, filed 30 Jan 2020.