Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Chemed CHE Stock Holding History

Sumitomo Mitsui Trust Group’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
Q1 		– Sell
-1,920
Closed -$1.02M – 1155
2020
Q4 		$1.02M Hold
1,920
– – ﹤0.01% 986
2020
Q3 		$922K Sell
1,920
-598
-24% -$293K ﹤0.01% 974
2020
Q2 		$1.14M Buy
2,518
+1,245
+98% +$556K ﹤0.01% 948
2020
Q1 		$551K Buy
1,273
+599
+89% +$267K ﹤0.01% 991
2019
Q4 		$296K Buy
+674
New +$284K ﹤0.01% 1060

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group's CHE Position: Q1 2021 in Review

Sumitomo Mitsui Trust Group sold out of Chemed (CHE) in Q1 2021, closing a stake of 1,920 shares — an estimated $1.02M sold.

Sumitomo Mitsui Trust Group first reported a position in CHE in Q4 2019 and held it in 5 quarters. The position peaked at $1.14M in Q2 2020. 421 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

  • Sumitomo Mitsui Trust Group reported no remaining Chemed position as of Q1 2021 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 1,920 Chemed shares in Q1 2021, an estimated $1.02M.
  • Sumitomo Mitsui Trust Group first reported a position in Chemed in Q4 2019 and held it in 5 quarters.
  • Sumitomo Mitsui Trust Group's Chemed position peaked at $1.14M in Q2 2020.
  • 421 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2021, filed 30 Apr 2021.