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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advisors Preferred's CHE Position: Q1 2025 in Review

Advisors Preferred sold out of Chemed (CHE) in Q1 2025, closing a stake of 835 shares — an estimated $441K sold.

Advisors Preferred first reported a position in CHE in Q4 2014 and held it in 14 quarters. The position peaked at $610K in Q3 2023. 554 funds tracked by Wall St. Rank hold CHE as of Q1 2025.

Advisors Preferred reported no remaining Chemed position as of Q1 2025 after selling out during the quarter.
Advisors Preferred sold 835 Chemed shares in Q1 2025, an estimated $441K.
Advisors Preferred first reported a position in Chemed in Q4 2014 and held it in 14 quarters.
Advisors Preferred's Chemed position peaked at $610K in Q3 2023.
554 funds tracked by Wall St. Rank held Chemed as of Q1 2025.

Based on Advisors Preferred's 13F filing for Q1 2025, filed 6 May 2025.