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Shine Investment Advisory Services’s Chemed CHE Stock Holding History

Shine Investment Advisory Services’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
Q3 		$6K Hold
13
– – ﹤0.01% 602
2020
Q2 		$6K Hold
13
– – ﹤0.01% 610
2020
Q1 		$6K Buy
+13
New +$5.8K ﹤0.01% 575

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Shine Investment Advisory Services's CHE Position: Q3 2020 in Review

Shine Investment Advisory Services held its Chemed (CHE) position steady in Q3 2020 at 13 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Shine Investment Advisory Services first reported a position in CHE in Q1 2020 and has held it in 3 quarters since. 446 funds tracked by Wall St. Rank hold CHE as of Q3 2020.

  • Shine Investment Advisory Services held 13 shares of Chemed worth $6K as of Q3 2020.
  • Shine Investment Advisory Services left its Chemed share count unchanged in Q3 2020.
  • Chemed made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #602 holding.
  • Shine Investment Advisory Services first reported a position in Chemed in Q1 2020 and has held it in 3 quarters since.
  • 446 funds tracked by Wall St. Rank held Chemed as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.