WFA of San Diego’s Chemed CHE Stock Holding History

WFA of San Diego’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 Q3	–	Sell	-58,342	Closed	-$27.8M	–	96
2020 Q2	$27.8M	Buy	+58,342	New	+$26M	6.51%	3

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

WFA of San Diego's CHE Position: Q3 2020 in Review

WFA of San Diego sold out of Chemed (CHE) in Q3 2020, closing a stake of 58,342 shares — an estimated $27.8M sold.

WFA of San Diego first reported a position in CHE in Q2 2020 and held it in 1 quarter. The position peaked at $27.8M in Q2 2020. 446 funds tracked by Wall St. Rank hold CHE as of Q3 2020.

WFA of San Diego reported no remaining Chemed position as of Q3 2020 after selling out during the quarter.
WFA of San Diego sold 58,342 Chemed shares in Q3 2020, an estimated $27.8M.
WFA of San Diego first reported a position in Chemed in Q2 2020 and held it in 1 quarter.
WFA of San Diego's Chemed position peaked at $27.8M in Q2 2020.
446 funds tracked by Wall St. Rank held Chemed as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.