BTI
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Blue Trust Inc’s Chemed CHE Stock Holding History

Blue Trust Inc’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 		$618K Buy
1,637
+43
+3% +$18.4K 0.01% 420
2025
Q4 		$682K Sell
1,594
-103
-6% -$44.8K 0.01% 378
2025
Q3 		$760K Sell
1,697
-93
-5% -$42.1K 0.01% 362
2025
Q2 		$872K Buy
1,790
+145
+9% +$82.6K 0.01% 310
2025
Q1 		$1.01M Buy
1,645
+101
+7% +$57.4K 0.01% 246
2024
Q4 		$818K Sell
1,544
-331
-18% -$187K 0.01% 267
2024
Q3 		$1.02M Buy
1,875
+200
+12% +$113K 0.01% 266
2024
Q2 		$1.08M Buy
1,675
+46
+3% +$26.3K 0.01% 208
2024
Q1 		$1.05M Buy
1,629
+85
+6% +$51.6K 0.01% 174
2023
Q4 		$802K Buy
1,544
+16
+1% +$8.95K 0.01% 183
2023
Q3 		$828K Buy
1,528
+42
+3% +$21.8K 0.01% 188
2023
Q2 		$799K Sell
1,486
-92
-6% -$50.3K 0.01% 184
2023
Q1 		$805K Buy
1,578
+30
+2% +$15.3K 0.01% 213
2022
Q4 		$676K Buy
1,548
+38
+3% +$18.5K 0.01% 211
2022
Q3 		$708K Buy
1,510
+13
+0.9% +$6.25K 0.01% 172
2022
Q2 		$758K Buy
+1,497
New +$730K 0.01% 160

Other funds holding CHE

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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