Tarbox Family Office’s Chemed CHE Stock Holding History

Tarbox 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
2022 Q2	–	Sell	-7	Closed	-$4K	–	279
2022 Q1	$4K	Hold	7	–	–	﹤0.01%	576
2021 Q4	$4K	Hold	7	–	–	﹤0.01%	651
2021 Q3	$3K	Hold	7	–	–	﹤0.01%	775
2021 Q2	$3K	Hold	7	–	–	﹤0.01%	790
2021 Q1	$3K	Hold	7	–	–	﹤0.01%	729
2020 Q4	$4K	Hold	7	–	–	﹤0.01%	577
2020 Q3	$3K	Hold	7	–	–	﹤0.01%	590
2020 Q2	$3K	Buy	7 +3	+75%	+$1.34K	﹤0.01%	597
2020 Q1	$2K	Sell	4 -3	-43%	-$1.34K	﹤0.01%	612
2019 Q4	$3K	Hold	7	–	–	﹤0.01%	641
2019 Q3	$3K	Buy	7 +2	+40%	+$816	﹤0.01%	575
2019 Q2	$2K	Buy	+5	New	+$1.67K	﹤0.01%	706

Other funds holding CHE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tarbox Family Office's CHE Position: Q2 2022 in Review

Tarbox Family Office sold out of Chemed (CHE) in Q2 2022, closing a stake of 7 shares — an estimated $4K sold.

Tarbox Family Office first reported a position in CHE in Q2 2019 and held it in 12 quarters. The position peaked at $4K in Q1 2022. 429 funds tracked by Wall St. Rank hold CHE as of Q2 2022.

Tarbox Family Office reported no remaining Chemed position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 7 Chemed shares in Q2 2022, an estimated $4K.
Tarbox Family Office first reported a position in Chemed in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's Chemed position peaked at $4K in Q1 2022.
429 funds tracked by Wall St. Rank held Chemed as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.