Zacks Investment Management’s Chemed CHE Stock Holding History

Zacks Investment Management’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	–	Sell	-3,474	Closed	-$1.85M	–	512
2020 Q4	$1.85M	Buy	3,474 +279	+9%	+$137K	0.03%	274
2020 Q3	$1.53M	Buy	3,195 +119	+4%	+$58.4K	0.03%	262
2020 Q2	$1.39M	Sell	3,076 -1,838	-37%	-$821K	0.03%	250
2020 Q1	$2.13M	Buy	+4,914	New	+$2.19M	0.05%	184
2019 Q4	–	Sell	-934	Closed	-$390K	–	540
2019 Q3	$390K	Buy	+934	New	+$381K	0.01%	459
2019 Q2	–	Sell	-1,144	Closed	-$366K	–	540
2019 Q1	$366K	Buy	+1,144	New	+$351K	0.01%	473
2016 Q1	–	Sell	-1,658	Closed	-$248K	–	612
2015 Q4	$248K	Buy	+1,658	New	+$245K	0.01%	485
2014 Q4	–	Sell	-2,631	Closed	-$271K	–	646
2014 Q3	$271K	Buy	+2,631	New	+$267K	0.01%	558
2014 Q2	–	Sell	-5,077	Closed	-$454K	–	666
2014 Q1	$454K	Buy	+5,077	New	+$414K	0.02%	433

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 $3.38T AUM 44.17% 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

Zacks Investment Management's CHE Position: Q1 2021 in Review

Zacks Investment Management sold out of Chemed (CHE) in Q1 2021, closing a stake of 3,474 shares — an estimated $1.85M sold.

Zacks Investment Management first reported a position in CHE in Q1 2014 and held it in 9 quarters. The position peaked at $2.13M in Q1 2020. 422 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

Zacks Investment Management reported no remaining Chemed position as of Q1 2021 after selling out during the quarter.
Zacks Investment Management sold 3,474 Chemed shares in Q1 2021, an estimated $1.85M.
Zacks Investment Management first reported a position in Chemed in Q1 2014 and held it in 9 quarters.
Zacks Investment Management's Chemed position peaked at $2.13M in Q1 2020.
422 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

Based on Zacks Investment Management's 13F filing for Q1 2021, filed 17 May 2021.