Bartlett & Co Wealth Management’s Chemed CHE Stock Holding History

Bartlett & Co Wealth Management’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	$95.8K	Hold	225	–	–	﹤0.01%	578
2025 Q4	$96.3K	Hold	225	–	–	﹤0.01%	564
2025 Q3	$101K	Hold	225	–	–	﹤0.01%	558
2025 Q2	$110K	Sell	225 -25	-10%	-$14.2K	﹤0.01%	529
2025 Q1	$154K	Hold	250	–	–	﹤0.01%	476
2024 Q4	$132K	Hold	250	–	–	﹤0.01%	504
2024 Q3	$150K	Hold	250	–	–	﹤0.01%	486
2024 Q2	$136K	Sell	250 -25	-9%	-$14.3K	﹤0.01%	492
2024 Q1	$177K	Hold	275	–	–	﹤0.01%	466
2023 Q4	$161K	Hold	275	–	–	﹤0.01%	500
2023 Q3	$143K	Hold	275	–	–	﹤0.01%	491
2023 Q2	$149K	Sell	275 -30	-10%	-$16.4K	﹤0.01%	489
2023 Q1	$164K	Hold	305	–	–	﹤0.01%	402
2022 Q4	$156K	Hold	305	–	–	﹤0.01%	414
2022 Q3	$133K	Hold	305	–	–	﹤0.01%	425
2022 Q2	$143K	Hold	305	–	–	﹤0.01%	412
2022 Q1	$154K	Buy	+305	New	+$146K	﹤0.01%	419
2021 Q4	–	Sell	-305	Closed	-$142K	–	482
2021 Q3	$142K	Hold	305	–	–	﹤0.01%	365
2021 Q2	$145K	Hold	305	–	–	﹤0.01%	355
2021 Q1	$140K	Hold	305	–	–	﹤0.01%	361
2020 Q4	$162K	Buy	+305	New	+$150K	﹤0.01%	347

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