TrueWealth LLC’s Chemed CHE Stock Holding History

TrueWealth LLC’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 Q2	$18K	Hold	40	–	–	0.01%	388
2020 Q1	$17K	Hold	40	–	–	0.01%	380
2019 Q4	$18K	Hold	40	–	–	0.01%	388
2019 Q3	$17K	Hold	40	–	–	0.01%	390
2019 Q2	$14K	Hold	40	–	–	0.01%	414
2019 Q1	$13K	Hold	40	–	–	0.01%	419
2018 Q4	$11K	Hold	40	–	–	0.01%	424
2018 Q3	$13K	Hold	40	–	–	0.01%	433
2018 Q2	$13K	Hold	40	–	–	0.01%	439
2018 Q1	$11K	Hold	40	–	–	0.01%	432
2017 Q4	$10K	Buy	+40	New	+$9.09K	﹤0.01%	501

Other funds holding CHE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TrueWealth LLC's CHE Position: Q2 2020 in Review

TrueWealth LLC held its Chemed (CHE) position steady in Q2 2020 at 40 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #388.

TrueWealth LLC first reported a position in CHE in Q4 2017 and has held it in 11 quarters since. 425 funds tracked by Wall St. Rank hold CHE as of Q2 2020.

TrueWealth LLC held 40 shares of Chemed worth $18K as of Q2 2020.
TrueWealth LLC left its Chemed share count unchanged in Q2 2020.
Chemed made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #388 holding.
TrueWealth LLC first reported a position in Chemed in Q4 2017 and has held it in 11 quarters since.
425 funds tracked by Wall St. Rank held Chemed as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.