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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplicity Solutions's CHE Position: Q3 2022 in Review

Simplicity Solutions sold out of Chemed (CHE) in Q3 2022, closing a stake of 467 shares — an estimated $219K sold.

Simplicity Solutions first reported a position in CHE in Q4 2015 and held it in 4 quarters. The position peaked at $289K in Q1 2022. 419 funds tracked by Wall St. Rank hold CHE as of Q3 2022.

Simplicity Solutions reported no remaining Chemed position as of Q3 2022 after selling out during the quarter.
Simplicity Solutions sold 467 Chemed shares in Q3 2022, an estimated $219K.
Simplicity Solutions first reported a position in Chemed in Q4 2015 and held it in 4 quarters.
Simplicity Solutions's Chemed position peaked at $289K in Q1 2022.
419 funds tracked by Wall St. Rank held Chemed as of Q3 2022.

Based on Simplicity Solutions's 13F filing for Q3 2022, filed 12 Oct 2022.