Capital World Investors’s Chemed CHE Stock Holding History

Capital World Investors’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
2024 Q4	–	Sell	-42,000	Closed	-$25.2M	–	548
2024 Q3	$25.2M	Hold	42,000	–	–	﹤0.01%	445
2024 Q2	$22.8M	Hold	42,000	–	–	﹤0.01%	438
2024 Q1	$27M	Hold	42,000	–	–	﹤0.01%	440
2023 Q4	$24.6M	Hold	42,000	–	–	﹤0.01%	432
2023 Q3	$21.8M	Hold	42,000	–	–	﹤0.01%	433
2023 Q2	$22.8M	Hold	42,000	–	–	﹤0.01%	428
2023 Q1	$22.6M	Hold	42,000	–	–	﹤0.01%	432
2022 Q4	$21.4M	Hold	42,000	–	–	﹤0.01%	448
2022 Q3	$18.3M	Hold	42,000	–	–	﹤0.01%	466
2022 Q2	$19.7M	Hold	42,000	–	–	﹤0.01%	461
2022 Q1	$21.3M	Sell	42,000 -211,575	-83%	-$101M	﹤0.01%	491
2021 Q4	$134M	Hold	253,575	–	–	0.02%	348
2021 Q3	$118M	Hold	253,575	–	–	0.02%	357
2021 Q2	$120M	Sell	253,575 -2	-0%	-$960	0.02%	365
2021 Q1	$117M	Buy	253,577 +2	+0%	+$980	0.02%	349
2020 Q4	$135M	Sell	253,575 -25,632	-9%	-$12.6M	0.03%	319
2020 Q3	$134M	Hold	279,207	–	–	0.03%	307
2020 Q2	$126M	Buy	279,207 +237,207	+565%	+$106M	0.03%	288
2020 Q1	$18.2M	Hold	42,000	–	–	0.01%	407
2019 Q4	$18.4M	Hold	42,000	–	–	﹤0.01%	433
2019 Q3	$17.5M	Buy	42,000 +41,075	+4,441%	+$16.8M	﹤0.01%	420
2019 Q2	$333K	Buy	+925	New	+$309K	﹤0.01%	520

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors's CHE Position: Q4 2024 in Review

Capital World Investors sold out of Chemed (CHE) in Q4 2024, closing a stake of 42,000 shares — an estimated $25.2M sold.

Capital World Investors first reported a position in CHE in Q2 2019 and held it in 22 quarters. The position peaked at $135M in Q4 2020. 528 funds tracked by Wall St. Rank hold CHE as of Q4 2024.

Capital World Investors reported no remaining Chemed position as of Q4 2024 after selling out during the quarter.
Capital World Investors sold 42,000 Chemed shares in Q4 2024, an estimated $25.2M.
Capital World Investors first reported a position in Chemed in Q2 2019 and held it in 22 quarters.
Capital World Investors's Chemed position peaked at $135M in Q4 2020.
528 funds tracked by Wall St. Rank held Chemed as of Q4 2024.

Based on Capital World Investors's 13F filing for Q4 2024, filed 13 Feb 2025.