WEC
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Winslow Evans & Crocker’s Chemed CHE Stock Holding History

Winslow Evans & Crocker’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
2019
Q2 		– Sell
-2
Closed -$2K – 1170
2019
Q1 		$2K Buy
+2
New +$614 ﹤0.01% 1117
2014
Q4 		– Sell
-90
Closed -$9.26K – 1312
2014
Q3 		$9.26K Buy
+90
New +$9.12K ﹤0.01% 909

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Winslow Evans & Crocker's CHE Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Chemed (CHE) in Q2 2019, closing a stake of 2 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in CHE in Q3 2014 and held it in 2 quarters. The position peaked at $9.26K in Q3 2014. 370 funds tracked by Wall St. Rank hold CHE as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Chemed position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 2 Chemed shares in Q2 2019, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in Chemed in Q3 2014 and held it in 2 quarters.
  • Winslow Evans & Crocker's Chemed position peaked at $9.26K in Q3 2014.
  • 370 funds tracked by Wall St. Rank held Chemed as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.