BP
CHE icon

Ballentine Partners’s Chemed CHE Stock Holding History

Ballentine Partners’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
Q3 		– Sell
-786
Closed -$383K – 1027
2025
Q2 		$383K Sell
786
-3
-0.4% -$1.71K 0.01% 583
2025
Q1 		$485K Buy
789
+85
+12% +$48.3K 0.01% 454
2024
Q4 		$373K Buy
704
+49
+7% +$27.6K 0.01% 512
2024
Q3 		$394K Buy
655
+26
+4% +$14.7K 0.01% 495
2024
Q2 		$341K Sell
629
-31
-5% -$17.8K 0.01% 516
2024
Q1 		$424K Buy
660
+22
+3% +$13.4K 0.01% 437
2023
Q4 		$373K Buy
638
+16
+3% +$8.95K 0.01% 437
2023
Q3 		$323K Sell
622
-17
-3% -$8.84K 0.01% 423
2023
Q2 		$346K Buy
639
+21
+3% +$11.5K 0.01% 413
2023
Q1 		$332K Buy
+618
New +$315K 0.01% 383

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Ballentine Partners's CHE Position: Q3 2025 in Review

Ballentine Partners sold out of Chemed (CHE) in Q3 2025, closing a stake of 786 shares — an estimated $383K sold.

Ballentine Partners first reported a position in CHE in Q1 2023 and held it in 10 quarters. The position peaked at $485K in Q1 2025. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • Ballentine Partners reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
  • Ballentine Partners sold 786 Chemed shares in Q3 2025, an estimated $383K.
  • Ballentine Partners first reported a position in Chemed in Q1 2023 and held it in 10 quarters.
  • Ballentine Partners's Chemed position peaked at $485K in Q1 2025.
  • 523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Ballentine Partners's 13F filing for Q3 2025, filed 3 Nov 2025.