TCWP’s Chemed CHE Stock Holding History

TCWP’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	-19	Closed	-$9K	–	546
2022 Q1	$9K	Buy	+19	New	+$9.11K	﹤0.01%	910

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 $3.38T AUM 44.17% 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

TCWP's CHE Position: Q2 2022 in Review

TCWP sold out of Chemed (CHE) in Q2 2022, closing a stake of 19 shares — an estimated $9K sold.

TCWP first reported a position in CHE in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 429 funds tracked by Wall St. Rank hold CHE as of Q2 2022.

TCWP reported no remaining Chemed position as of Q2 2022 after selling out during the quarter.
TCWP sold 19 Chemed shares in Q2 2022, an estimated $9K.
TCWP first reported a position in Chemed in Q1 2022 and held it in 1 quarter.
TCWP's Chemed position peaked at $9K in Q1 2022.
429 funds tracked by Wall St. Rank held Chemed as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.