SS
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Simplicity Solutions’s Chemed CHE Stock Holding History

Simplicity Solutions’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
Q3 		– Sell
-467
Closed -$219K – 650
2022
Q2 		$219K Sell
467
-104
-18% -$50.7K 0.03% 555
2022
Q1 		$289K Buy
+571
New +$274K 0.04% 460
2021
Q4 		– Sell
-545
Closed -$253K – 479
2021
Q3 		$253K Buy
+545
New +$257K 0.04% 496
2016
Q1 		– Sell
-1,493
Closed -$224K – 241
2015
Q4 		$224K Buy
+1,493
New +$221K 0.03% 581

Other funds holding CHE

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return