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Bradley Foster & Sargent’s Chemed CHE Stock Holding History

Bradley Foster & Sargent’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
-416
Closed -$203K – 542
2025
Q2 		$203K Sell
416
-39
-9% -$22.2K ﹤0.01% 532
2025
Q1 		$280K Hold
455
– – ﹤0.01% 410
2024
Q4 		$241K Hold
455
– – ﹤0.01% 434
2024
Q3 		$273K Sell
455
-5
-1% -$2.83K ﹤0.01% 425
2024
Q2 		$250K Buy
+460
New +$263K ﹤0.01% 420

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

Bradley Foster & Sargent's CHE Position: Q3 2025 in Review

Bradley Foster & Sargent sold out of Chemed (CHE) in Q3 2025, closing a stake of 416 shares — an estimated $203K sold.

Bradley Foster & Sargent first reported a position in CHE in Q2 2024 and held it in 5 quarters. The position peaked at $280K in Q1 2025. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • Bradley Foster & Sargent reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
  • Bradley Foster & Sargent sold 416 Chemed shares in Q3 2025, an estimated $203K.
  • Bradley Foster & Sargent first reported a position in Chemed in Q2 2024 and held it in 5 quarters.
  • Bradley Foster & Sargent's Chemed position peaked at $280K in Q1 2025.
  • 523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Bradley Foster & Sargent's 13F filing for Q3 2025, filed 10 Nov 2025.