Bell Investment Advisors’s Chemed CHE Stock Holding History

Bell Investment Advisors’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	$378	Sell	1 -1	-50%	-$428	﹤0.01%	1823
2025 Q4	$856	Buy	2 +1	+100%	+$435	﹤0.01%	1584
2025 Q3	$448	Hold	1	–	–	﹤0.01%	1800
2025 Q2	$487	Sell	1 -2	-67%	-$1.14K	﹤0.01%	1769
2025 Q1	$1.85K	Buy	3 +1	+50%	+$568	﹤0.01%	1331
2024 Q4	$1.06K	Buy	2 +1	+100%	+$564	﹤0.01%	1560
2024 Q3	$601	Sell	1 -1	-50%	-$567	﹤0.01%	1737
2024 Q2	$1.09K	Hold	2	–	–	﹤0.01%	1592
2024 Q1	$1.28K	Hold	2	–	–	﹤0.01%	1525
2023 Q4	$1.17K	Hold	2	–	–	﹤0.01%	1539
2023 Q3	$1.04K	Sell	2 -1	-33%	-$520	﹤0.01%	1557
2023 Q2	$1.63K	Hold	3	–	–	﹤0.01%	1396
2023 Q1	$1.61K	Buy	3 +2	+200%	+$1.02K	﹤0.01%	1369
2022 Q4	$510	Sell	1 -1	-50%	-$487	﹤0.01%	1824
2022 Q3	$1K	Buy	2 +1	+100%	+$481	﹤0.01%	1346
2022 Q2	$0	Buy	+1	New	+$488	﹤0.01%	1737
2021 Q4	$2K	Sell	4 -2	-33%	-$960	﹤0.01%	1107
2021 Q3	$3K	Buy	+6	New	+$2.83K	﹤0.01%	890

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