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TFO
Tarbox Family Office’s
Chemed
CHE
Stock Holding History
Tarbox Family Office’s Portfolio
CHE Stock Details
CHE Fund Activity
Bought
Maintained
Sold
Shares
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
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$30.3B AUM
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1-Year Est. Return
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$432B AUM
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1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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