BFG
CHE icon

Berger Financial Group’s Chemed CHE Stock Holding History

Berger Financial Group’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
-424
Closed -$207K – 447
2025
Q2 		$207K Sell
424
-10
-2% -$5.7K 0.01% 401
2025
Q1 		$267K Sell
434
-17
-4% -$9.66K 0.02% 356
2024
Q4 		$239K Sell
451
-4
-0.9% -$2.25K 0.02% 366
2024
Q3 		$273K Sell
455
-25
-5% -$14.2K 0.02% 326
2024
Q2 		$260K Hold
480
– – 0.02% 312
2024
Q1 		$308K Sell
480
-6
-1% -$3.65K 0.03% 276
2023
Q4 		$284K Hold
486
– – 0.03% 239
2023
Q3 		$253K Buy
486
+14
+3% +$7.28K 0.03% 234
2023
Q2 		$256K Buy
472
+25
+6% +$13.7K 0.03% 241
2023
Q1 		$241K Buy
447
+12
+3% +$6.12K 0.03% 241
2022
Q4 		$222K Buy
+435
New +$212K 0.03% 241

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

Berger Financial Group's CHE Position: Q3 2025 in Review

Berger Financial Group sold out of Chemed (CHE) in Q3 2025, closing a stake of 424 shares — an estimated $207K sold.

Berger Financial Group first reported a position in CHE in Q4 2022 and held it in 11 quarters. The position peaked at $308K in Q1 2024. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • Berger Financial Group reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
  • Berger Financial Group sold 424 Chemed shares in Q3 2025, an estimated $207K.
  • Berger Financial Group first reported a position in Chemed in Q4 2022 and held it in 11 quarters.
  • Berger Financial Group's Chemed position peaked at $308K in Q1 2024.
  • 523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Berger Financial Group's 13F filing for Q3 2025, filed 14 Oct 2025.