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Valeo Financial Advisors’s Chemed CHE Stock Holding History

Valeo Financial Advisors’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
Q2 		– Sell
-6
Closed -$3K – 739
2021
Q1 		$3K Buy
+6
New +$2.94K ﹤0.01% 1687
2020
Q3 		– Sell
-36
Closed -$16K – 1674
2020
Q2 		$16K Buy
36
+20
+125% +$8.93K ﹤0.01% 1131
2020
Q1 		$7K Buy
16
+8
+100% +$3.57K ﹤0.01% 1194
2019
Q4 		$4K Hold
8
– – ﹤0.01% 1333
2019
Q3 		$3K Hold
8
– – ﹤0.01% 1311
2019
Q2 		$3K Hold
8
– – ﹤0.01% 1322
2019
Q1 		$3K Hold
8
– – ﹤0.01% 1276
2018
Q4 		$2K Hold
8
– – ﹤0.01% 1265
2018
Q3 		$2K Hold
8
– – ﹤0.01% 1441
2018
Q2 		$3K Hold
8
– – ﹤0.01% 1242
2018
Q1 		$2K Hold
8
– – ﹤0.01% 1316
2017
Q4 		$2K Hold
8
– – ﹤0.01% 1171
2017
Q3 		$2K Buy
+8
New +$1.57K ﹤0.01% 1004

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Valeo Financial Advisors's CHE Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Chemed (CHE) in Q2 2021, closing a stake of 6 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in CHE in Q3 2017 and held it in 13 quarters. The position peaked at $16K in Q2 2020. 425 funds tracked by Wall St. Rank hold CHE as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Chemed position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 6 Chemed shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Chemed in Q3 2017 and held it in 13 quarters.
  • Valeo Financial Advisors's Chemed position peaked at $16K in Q2 2020.
  • 425 funds tracked by Wall St. Rank held Chemed as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.