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Advisors Preferred’s Chemed CHE Stock Holding History

Advisors Preferred’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
2025
Q1 		– Sell
-835
Closed -$441K – 258
2024
Q4 		$441K Sell
835
-105
-11% -$59.2K 0.07% 101
2024
Q3 		$557K Buy
+940
New +$533K 0.08% 105
2024
Q2 		– Sell
-602
Closed -$386K – 167
2024
Q1 		$386K Sell
602
-137
-19% -$83.2K 0.07% 103
2023
Q4 		$432K Sell
739
-444
-38% -$248K 0.07% 121
2023
Q3 		$610K Buy
1,183
+271
+30% +$141K 0.2% 71
2023
Q2 		$491K Buy
912
+4
+0.4% +$2.19K 0.12% 68
2023
Q1 		$493K Sell
908
-252
-22% -$129K 0.17% 63
2022
Q4 		$588K Buy
+1,160
New +$565K 0.25% 57
2019
Q4 		– Sell
-522
Closed -$218K – 243
2019
Q3 		$218K Buy
+522
New +$213K 0.05% 80
2017
Q1 		– Sell
-1,549
Closed -$248K – 212
2016
Q4 		$248K Buy
+1,549
New +$228K 0.13% 76
2016
Q1 		– Sell
-148
Closed -$22K – 218
2015
Q4 		$22K Buy
+148
New +$21.9K 0.01% 130
2015
Q3 		– Sell
-687
Closed -$90K – 196
2015
Q2 		$90K Sell
687
-263
-28% -$32.5K 0.05% 93
2015
Q1 		$113K Sell
950
-787
-45% -$87.4K 0.06% 99
2014
Q4 		$184K Buy
+1,737
New +$184K 0.09% 145

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return