SFO
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Standard Family Office’s Chemed CHE Stock Holding History

Standard Family Office’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
Q3 		– Sell
-25
Closed -$12K – 147
2021
Q2 		$12K Hold
25
– – ﹤0.01% 254
2021
Q1 		$11K Buy
25
+10
+67% +$4.9K ﹤0.01% 313
2020
Q4 		$8K Buy
+15
New +$7.37K ﹤0.01% 318

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Standard Family Office's CHE Position: Q3 2021 in Review

Standard Family Office sold out of Chemed (CHE) in Q3 2021, closing a stake of 25 shares — an estimated $12K sold.

Standard Family Office first reported a position in CHE in Q4 2020 and held it in 3 quarters. The position peaked at $12K in Q2 2021. 403 funds tracked by Wall St. Rank hold CHE as of Q3 2021.

  • Standard Family Office reported no remaining Chemed position as of Q3 2021 after selling out during the quarter.
  • Standard Family Office sold 25 Chemed shares in Q3 2021, an estimated $12K.
  • Standard Family Office first reported a position in Chemed in Q4 2020 and held it in 3 quarters.
  • Standard Family Office's Chemed position peaked at $12K in Q2 2021.
  • 403 funds tracked by Wall St. Rank held Chemed as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.