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Sabal Trust’s Chemed CHE Stock Holding History

Sabal Trust’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
-600
Closed -$251K – 152
2019
Q3 		$251K Buy
+600
New +$245K 0.02% 129

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sabal Trust's CHE Position: Q4 2019 in Review

Sabal Trust sold out of Chemed (CHE) in Q4 2019, closing a stake of 600 shares — an estimated $251K sold.

Sabal Trust first reported a position in CHE in Q3 2019 and held it in 1 quarter. The position peaked at $251K in Q3 2019. 415 funds tracked by Wall St. Rank hold CHE as of Q4 2019.

  • Sabal Trust reported no remaining Chemed position as of Q4 2019 after selling out during the quarter.
  • Sabal Trust sold 600 Chemed shares in Q4 2019, an estimated $251K.
  • Sabal Trust first reported a position in Chemed in Q3 2019 and held it in 1 quarter.
  • Sabal Trust's Chemed position peaked at $251K in Q3 2019.
  • 415 funds tracked by Wall St. Rank held Chemed as of Q4 2019.

Based on Sabal Trust's 13F filing for Q4 2019, filed 14 Jan 2020.