BFG
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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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return