West Branch Capital’s Chemed CHE Stock Holding History

West Branch Capital’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
2022 Q1	–	Sell	-8	Closed	-$4K	–	435
2021 Q4	$4K	Hold	8	–	–	﹤0.01%	395
2021 Q3	$4K	Hold	8	–	–	﹤0.01%	372
2021 Q2	$4K	Buy	+8	New	+$3.84K	﹤0.01%	386

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

West Branch Capital's CHE Position: Q1 2022 in Review

West Branch Capital sold out of Chemed (CHE) in Q1 2022, closing a stake of 8 shares — an estimated $4K sold.

West Branch Capital first reported a position in CHE in Q2 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 425 funds tracked by Wall St. Rank hold CHE as of Q1 2022.

West Branch Capital reported no remaining Chemed position as of Q1 2022 after selling out during the quarter.
West Branch Capital sold 8 Chemed shares in Q1 2022, an estimated $4K.
West Branch Capital first reported a position in Chemed in Q2 2021 and held it in 3 quarters.
West Branch Capital's Chemed position peaked at $4K in Q4 2021.
425 funds tracked by Wall St. Rank held Chemed as of Q1 2022.

Based on West Branch Capital's 13F filing for Q1 2022, filed 3 May 2022.