Cerity Partners
CHE icon

Cerity Partners’s Chemed CHE Stock Holding History

Cerity Partners’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 		$3.71M Buy
9,822
+1,611
+20% +$690K 0.01% 1158
2025
Q4 		$3.51M Buy
8,211
+2,204
+37% +$959K 0.01% 1090
2025
Q3 		$2.69M Buy
6,007
+1,556
+35% +$705K ﹤0.01% 1150
2025
Q2 		$2.17M Buy
4,451
+3,133
+238% +$1.79M ﹤0.01% 1180
2025
Q1 		$811K Buy
1,318
+359
+37% +$204K ﹤0.01% 1523
2024
Q4 		$522K Buy
959
+110
+13% +$62K ﹤0.01% 1731
2024
Q3 		$510K Buy
849
+200
+31% +$113K ﹤0.01% 1761
2024
Q2 		$352K Sell
649
-462
-42% -$265K ﹤0.01% 1727
2024
Q1 		$713K Buy
1,111
+168
+18% +$102K ﹤0.01% 1432
2023
Q4 		$551K Buy
943
+499
+112% +$279K ﹤0.01% 1233
2023
Q3 		$231K Sell
444
-140
-24% -$72.8K ﹤0.01% 1240
2023
Q2 		$316K Sell
584
-16
-3% -$8.75K ﹤0.01% 1370
2023
Q1 		$324K Buy
600
+75
+14% +$38.2K ﹤0.01% 1504
2022
Q4 		$268K Buy
+525
New +$256K ﹤0.01% 1194
2022
Q1 		– Sell
-401
Closed -$215K – 967
2021
Q4 		$215K Buy
+401
New +$193K ﹤0.01% 909
2017
Q2 		– Sell
-2,248
Closed -$411K – 353
2017
Q1 		$411K Buy
+2,248
New +$392K 0.03% 279

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