SAM
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S.A. Mason’s Chemed CHE Stock Holding History

S.A. Mason’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
Q1 		– Sell
-23
Closed -$10K – 400
2019
Q4 		$10K Buy
+23
New +$9.68K 0.01% 345

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

S.A. Mason's CHE Position: Q1 2020 in Review

S.A. Mason sold out of Chemed (CHE) in Q1 2020, closing a stake of 23 shares — an estimated $10K sold.

S.A. Mason first reported a position in CHE in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 412 funds tracked by Wall St. Rank hold CHE as of Q1 2020.

  • S.A. Mason reported no remaining Chemed position as of Q1 2020 after selling out during the quarter.
  • S.A. Mason sold 23 Chemed shares in Q1 2020, an estimated $10K.
  • S.A. Mason first reported a position in Chemed in Q4 2019 and held it in 1 quarter.
  • S.A. Mason's Chemed position peaked at $10K in Q4 2019.
  • 412 funds tracked by Wall St. Rank held Chemed as of Q1 2020.

Based on S.A. Mason's 13F filing for Q1 2020, filed 14 May 2020.