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Systematic Financial Management’s Chemed CHE Stock Holding History

Systematic Financial 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
2020
Q3 		– Sell
-737
Closed -$332K – 283
2020
Q2 		$332K Sell
737
-295
-29% -$132K 0.02% 256
2020
Q1 		$447K Sell
1,032
-455
-31% -$203K 0.03% 190
2019
Q4 		$653K Buy
1,487
+230
+18% +$96.8K 0.03% 260
2019
Q3 		$525K Sell
1,257
-1,358
-52% -$554K 0.02% 372
2019
Q2 		$944K Sell
2,615
-1,560
-37% -$521K 0.04% 321
2019
Q1 		$1.34M Sell
4,175
-50
-1% -$15.4K 0.05% 316
2018
Q4 		$1.2M Sell
4,225
-5
-0.1% -$1.51K 0.04% 317
2018
Q3 		$1.35M Sell
4,230
-375
-8% -$120K 0.03% 431
2018
Q2 		$1.48M Sell
4,605
-485
-10% -$152K 0.04% 343
2018
Q1 		$1.39M Sell
5,090
-1,165
-19% -$309K 0.03% 430
2017
Q4 		$1.52M Sell
6,255
-1,605
-20% -$365K 0.03% 381
2017
Q3 		$1.59M Sell
7,860
-835
-10% -$164K 0.03% 379
2017
Q2 		$1.78M Sell
8,695
-1,935
-18% -$385K 0.03% 390
2017
Q1 		$1.94M Sell
10,630
-1,805
-15% -$315K 0.03% 346
2016
Q4 		$2M Buy
12,435
+100
+0.8% +$14.7K 0.03% 354
2016
Q3 		$1.74M Sell
12,335
-1,255
-9% -$175K 0.02% 423
2016
Q2 		$1.85M Buy
13,590
+1,500
+12% +$199K 0.03% 362
2016
Q1 		$1.64M Buy
12,090
+840
+7% +$114K 0.02% 440
2015
Q4 		$1.69M Sell
11,250
-4,070
-27% -$601K 0.02% 430
2015
Q3 		$2.04M Sell
15,320
-4,065
-21% -$569K 0.02% 459
2015
Q2 		$2.54M Sell
19,385
-2,897
-13% -$358K 0.02% 406
2015
Q1 		$2.66M Buy
22,282
+790
+4% +$87.7K 0.02% 415
2014
Q4 		$2.27M Sell
21,492
-245
-1% -$25.9K 0.02% 493
2014
Q3 		$2.24M Buy
21,737
+790
+4% +$80.1K 0.02% 465
2014
Q2 		$1.96M Sell
20,947
-615
-3% -$54.5K 0.01% 462
2014
Q1 		$1.93M Sell
21,562
-3,045
-12% -$248K 0.01% 456
2013
Q4 		$1.89M Buy
24,607
+4,220
+21% +$311K 0.01% 499
2013
Q3 		$1.46M Sell
20,387
-635
-3% -$45.2K 0.01% 529
2013
Q2 		$1.52M Buy
+21,022
New +$1.54M 0.01% 410

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Systematic Financial Management's CHE Position: Q3 2020 in Review

Systematic Financial Management sold out of Chemed (CHE) in Q3 2020, closing a stake of 737 shares — an estimated $332K sold.

Systematic Financial Management first reported a position in CHE in Q2 2013 and held it in 29 quarters. The position peaked at $2.66M in Q1 2015. 446 funds tracked by Wall St. Rank hold CHE as of Q3 2020.

  • Systematic Financial Management reported no remaining Chemed position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 737 Chemed shares in Q3 2020, an estimated $332K.
  • Systematic Financial Management first reported a position in Chemed in Q2 2013 and held it in 29 quarters.
  • Systematic Financial Management's Chemed position peaked at $2.66M in Q1 2015.
  • 446 funds tracked by Wall St. Rank held Chemed as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.