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Tocqueville Asset Management’s Chemed CHE Stock Holding History

Tocqueville Asset 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
2021
Q4 		– Sell
-750
Closed -$349K – 743
2021
Q3 		$349K Hold
750
– – 0.01% 602
2021
Q2 		$356K Hold
750
– – 0.01% 608
2021
Q1 		$345K Hold
750
– – 0.01% 613
2020
Q4 		$399K Buy
+750
New +$368K 0.01% 573
2018
Q2 		– Sell
-849
Closed -$232K – 830
2018
Q1 		$232K Buy
849
+6
+0.7% +$1.59K ﹤0.01% 754
2017
Q4 		$205K Buy
+843
New +$191K ﹤0.01% 763

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Tocqueville Asset Management's CHE Position: Q4 2021 in Review

Tocqueville Asset Management sold out of Chemed (CHE) in Q4 2021, closing a stake of 750 shares — an estimated $349K sold.

Tocqueville Asset Management first reported a position in CHE in Q4 2017 and held it in 6 quarters. The position peaked at $399K in Q4 2020. 420 funds tracked by Wall St. Rank hold CHE as of Q4 2021.

  • Tocqueville Asset Management reported no remaining Chemed position as of Q4 2021 after selling out during the quarter.
  • Tocqueville Asset Management sold 750 Chemed shares in Q4 2021, an estimated $349K.
  • Tocqueville Asset Management first reported a position in Chemed in Q4 2017 and held it in 6 quarters.
  • Tocqueville Asset Management's Chemed position peaked at $399K in Q4 2020.
  • 420 funds tracked by Wall St. Rank held Chemed as of Q4 2021.

Based on Tocqueville Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.