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Sageworth Trust’s Chemed CHE Stock Holding History

Sageworth 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
2022
Q1 		– Sell
-66
Closed -$35K – 430
2021
Q4 		$35K Sell
66
-221
-77% -$106K ﹤0.01% 133
2021
Q3 		$133K Hold
287
– – 0.01% 104
2021
Q2 		$136K Buy
287
+70
+32% +$33.6K 0.01% 141
2021
Q1 		$100K Buy
+217
New +$106K 0.01% 116

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sageworth Trust's CHE Position: Q1 2022 in Review

Sageworth Trust sold out of Chemed (CHE) in Q1 2022, closing a stake of 66 shares — an estimated $35K sold.

Sageworth Trust first reported a position in CHE in Q1 2021 and held it in 4 quarters. The position peaked at $136K in Q2 2021. 425 funds tracked by Wall St. Rank hold CHE as of Q1 2022.

  • Sageworth Trust reported no remaining Chemed position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 66 Chemed shares in Q1 2022, an estimated $35K.
  • Sageworth Trust first reported a position in Chemed in Q1 2021 and held it in 4 quarters.
  • Sageworth Trust's Chemed position peaked at $136K in Q2 2021.
  • 425 funds tracked by Wall St. Rank held Chemed as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.