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Sowell Financial Services’s Chemed CHE Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-179
Closed -$87K – 895
2021
Q1 		$87K Buy
179
+26
+17% +$12.7K ﹤0.01% 1418
2020
Q4 		$81K Sell
153
-16
-9% -$7.86K ﹤0.01% 1227
2020
Q3 		$81K Sell
169
-45
-21% -$22.1K ﹤0.01% 1052
2020
Q2 		$97K Buy
214
+115
+116% +$51.3K 0.01% 977
2020
Q1 		$43K Sell
99
-28
-22% -$12.5K ﹤0.01% 1104
2019
Q4 		$56K Buy
127
+114
+877% +$48K ﹤0.01% 1121
2019
Q3 		$5K Buy
+13
New +$5.31K ﹤0.01% 1749

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 $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Sowell Financial Services's CHE Position: Q2 2021 in Review

Sowell Financial Services sold out of Chemed (CHE) in Q2 2021, closing a stake of 179 shares — an estimated $87K sold.

Sowell Financial Services first reported a position in CHE in Q3 2019 and held it in 7 quarters. The position peaked at $97K in Q2 2020. 426 funds tracked by Wall St. Rank hold CHE as of Q2 2021.

  • Sowell Financial Services reported no remaining Chemed position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 179 Chemed shares in Q2 2021, an estimated $87K.
  • Sowell Financial Services first reported a position in Chemed in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Chemed position peaked at $97K in Q2 2020.
  • 426 funds tracked by Wall St. Rank held Chemed as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.