WRF
CHE icon

Waddell & Reed Financial’s Chemed CHE Stock Holding History

Waddell & Reed Financial’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
Q1 		$216K Sell
470
-22,614
-98% -$11.1M ﹤0.01% 475
2020
Q4 		$12.3M Sell
23,084
-28,498
-55% -$14M 0.03% 388
2020
Q3 		$24.8M Sell
51,582
-1,902
-4% -$933K 0.06% 318
2020
Q2 		$24.1M Sell
53,484
-20,485
-28% -$9.15M 0.06% 294
2020
Q1 		$32M Sell
73,969
-13,618
-16% -$6.08M 0.1% 222
2019
Q4 		$38.5M Buy
87,587
+8,230
+10% +$3.46M 0.1% 243
2019
Q3 		$33.1M Sell
79,357
-16,814
-17% -$6.86M 0.09% 253
2019
Q2 		$34.7M Buy
96,171
+31,401
+48% +$10.5M 0.09% 254
2019
Q1 		$20.7M Buy
64,770
+23,690
+58% +$7.28M 0.05% 340
2018
Q4 		$11.6M Buy
+41,080
New +$12.4M 0.03% 402

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return