RMR Wealth Builders’s Chemed CHE Stock Holding History

RMR Wealth Builders’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	–	Sell	-275	Closed	-$126K	–	263
2021 Q1	$126K	Buy	+275	New	+$135K	0.03%	243

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RMR Wealth Builders's CHE Position: Q2 2021 in Review

RMR Wealth Builders sold out of Chemed (CHE) in Q2 2021, closing a stake of 275 shares — an estimated $126K sold.

RMR Wealth Builders first reported a position in CHE in Q1 2021 and held it in 1 quarter. The position peaked at $126K in Q1 2021. 425 funds tracked by Wall St. Rank hold CHE as of Q2 2021.

RMR Wealth Builders reported no remaining Chemed position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 275 Chemed shares in Q2 2021, an estimated $126K.
RMR Wealth Builders first reported a position in Chemed in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Chemed position peaked at $126K in Q1 2021.
425 funds tracked by Wall St. Rank held Chemed as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.