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

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