Symmetry Partners’s Chemed CHE Stock Holding History

Symmetry Partners’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	-1,041	Closed	-$479K	–	655
2021 Q1	$479K	Sell	1,041 -4	-0.4%	-$1.96K	0.03%	413
2020 Q4	$557K	Buy	1,045 +1	+0.1%	+$491	0.04%	337
2020 Q3	$501K	Buy	1,044 +109	+12%	+$53.5K	0.04%	319
2020 Q2	$422K	Buy	935 +2	+0.2%	+$893	0.05%	179
2020 Q1	$404K	Hold	933	–	–	0.09%	152
2019 Q4	$410K	Hold	933	–	–	0.08%	201
2019 Q3	$390K	Hold	933	–	–	0.08%	203
2019 Q2	$337K	Hold	933	–	–	0.07%	228
2019 Q1	$299K	Buy	933 +353	+61%	+$108K	0.05%	256
2018 Q4	$164K	Buy	+580	New	+$175K	0.04%	271

Other funds holding CHE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Symmetry Partners's CHE Position: Q2 2021 in Review

Symmetry Partners sold out of Chemed (CHE) in Q2 2021, closing a stake of 1,041 shares — an estimated $479K sold.

Symmetry Partners first reported a position in CHE in Q4 2018 and held it in 10 quarters. The position peaked at $557K in Q4 2020. 425 funds tracked by Wall St. Rank hold CHE as of Q2 2021.

Symmetry Partners reported no remaining Chemed position as of Q2 2021 after selling out during the quarter.
Symmetry Partners sold 1,041 Chemed shares in Q2 2021, an estimated $479K.
Symmetry Partners first reported a position in Chemed in Q4 2018 and held it in 10 quarters.
Symmetry Partners's Chemed position peaked at $557K in Q4 2020.
425 funds tracked by Wall St. Rank held Chemed as of Q2 2021.

Based on Symmetry Partners's 13F filing for Q2 2021, filed 7 Jul 2021.