Sawgrass Asset Management’s Chemed CHE Stock Holding History

Sawgrass Asset Management’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 Q1	–	Sell	-389	Closed	-$207K	–	173
2020 Q4	$207K	Sell	389 -180	-32%	-$88.4K	0.02%	161
2020 Q3	$273K	Buy	+569	New	+$279K	0.02%	137
2019 Q2	–	Sell	-935	Closed	-$299K	–	170
2019 Q1	$299K	Sell	935 -4,220	-82%	-$1.3M	0.01%	182
2018 Q4	$1.46M	Buy	5,155 +1,825	+55%	+$551K	0.07%	99
2018 Q3	$1.06M	Sell	3,330 -3,465	-51%	-$1.1M	0.05%	116
2018 Q2	$2.19M	Buy	6,795 +4,790	+239%	+$1.5M	0.1%	87
2018 Q1	$547K	Sell	2,005 -300	-13%	-$79.5K	0.03%	144
2017 Q4	$560K	Hold	2,305	–	–	0.03%	141
2017 Q3	$466K	Sell	2,305 -20	-0.9%	-$3.93K	0.02%	145
2017 Q2	$476K	Buy	+2,325	New	+$463K	0.02%	141

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Sawgrass Asset Management's CHE Position: Q1 2021 in Review

Sawgrass Asset Management sold out of Chemed (CHE) in Q1 2021, closing a stake of 389 shares — an estimated $207K sold.

Sawgrass Asset Management first reported a position in CHE in Q2 2017 and held it in 10 quarters. The position peaked at $2.19M in Q2 2018. 421 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

Sawgrass Asset Management reported no remaining Chemed position as of Q1 2021 after selling out during the quarter.
Sawgrass Asset Management sold 389 Chemed shares in Q1 2021, an estimated $207K.
Sawgrass Asset Management first reported a position in Chemed in Q2 2017 and held it in 10 quarters.
Sawgrass Asset Management's Chemed position peaked at $2.19M in Q2 2018.
421 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

Based on Sawgrass Asset Management's 13F filing for Q1 2021, filed 29 Apr 2021.