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Strategic Investment Management’s Chemed CHE Stock Holding History

Strategic Investment Management’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
2014
Q2 		– Sell
-2,403
Closed -$214K – 112
2014
Q1 		$214K Buy
+2,403
New +$196K 0.03% 42

Other funds holding CHE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Strategic Investment Management's CHE Position: Q2 2014 in Review

Strategic Investment Management sold out of Chemed (CHE) in Q2 2014, closing a stake of 2,403 shares — an estimated $214K sold.

Strategic Investment Management first reported a position in CHE in Q1 2014 and held it in 1 quarter. The position peaked at $214K in Q1 2014. 184 funds tracked by Wall St. Rank hold CHE as of Q2 2014.

  • Strategic Investment Management reported no remaining Chemed position as of Q2 2014 after selling out during the quarter.
  • Strategic Investment Management sold 2,403 Chemed shares in Q2 2014, an estimated $214K.
  • Strategic Investment Management first reported a position in Chemed in Q1 2014 and held it in 1 quarter.
  • Strategic Investment Management's Chemed position peaked at $214K in Q1 2014.
  • 184 funds tracked by Wall St. Rank held Chemed as of Q2 2014.

Based on Strategic Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.