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 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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

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

Waddell & Reed Financial's CHE Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Chemed (CHE) stake by 98% in Q1 2021, selling an estimated $11.1M and leaving 470 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Waddell & Reed Financial first reported a position in CHE in Q4 2018 and has held it in 10 quarters since. The position peaked at $38.5M in Q4 2019. 422 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

Waddell & Reed Financial held 470 shares of Chemed worth $216K as of Q1 2021.
Waddell & Reed Financial sold 22,614 Chemed shares in Q1 2021, an estimated $11.1M.
Chemed made up ﹤0.01% of Waddell & Reed Financial's portfolio in Q1 2021, its #475 holding.
Waddell & Reed Financial first reported a position in Chemed in Q4 2018 and has held it in 10 quarters since.
Waddell & Reed Financial's Chemed position peaked at $38.5M in Q4 2019.
422 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.