Allworth Financial’s Chemed CHE Stock Holding History

Allworth Financial’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
2026 Q1	$179K	Buy	473 +77	+19%	+$33K	﹤0.01%	1477
2025 Q4	$169K	Buy	396 +97	+32%	+$42.2K	﹤0.01%	1423
2025 Q3	$134K	Buy	299 +111	+59%	+$50.3K	﹤0.01%	1504
2025 Q2	$91.5K	Buy	188 +32	+21%	+$18.2K	﹤0.01%	1596
2025 Q1	$85.3K	Buy	156 +5	+3%	+$2.84K	﹤0.01%	1309
2024 Q4	$83.2K	Buy	151 +144	+2,057%	+$81.2K	﹤0.01%	1347
2024 Q3	$4.21K	Sell	7 -2	-22%	-$1.13K	﹤0.01%	2645
2024 Q2	$4.89K	Buy	+9	New	+$5.16K	﹤0.01%	2533
2024 Q1	–	Sell	-2	Closed	-$1.17K	–	3616
2023 Q4	$1.17K	Sell	2 -4	-67%	-$2.24K	﹤0.01%	2901
2023 Q3	$3.12K	Buy	6 +3	+100%	+$1.56K	﹤0.01%	2336
2023 Q2	$1.63K	Hold	3	–	–	﹤0.01%	2569
2023 Q1	$1.61K	Buy	+3	New	+$1.53K	﹤0.01%	2498

Other funds holding CHE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return