Clearstead Advisors’s Chemed CHE Stock Holding History

Clearstead Advisors’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	$4.53K	Sell	12 -75	-86%	-$32.1K	﹤0.01%	1755
2025 Q4	$37.2K	Sell	87 -44	-34%	-$19.2K	﹤0.01%	1512
2025 Q3	$58.7K	Sell	131 -97	-43%	-$43.9K	﹤0.01%	1232
2025 Q2	$111K	Buy	228 +37	+19%	+$21.1K	﹤0.01%	1038
2025 Q1	$118K	Sell	191 -311	-62%	-$177K	﹤0.01%	948
2024 Q4	$266K	Sell	502 -115	-19%	-$64.8K	﹤0.01%	767
2024 Q3	$371K	Sell	617 -46	-7%	-$26.1K	0.01%	649
2024 Q2	$360K	Buy	+663	New	+$380K	0.01%	621
2024 Q1	–	Sell	-3	Closed	-$1.75K	–	1556
2023 Q4	$1.75K	Sell	3 -19	-86%	-$10.6K	﹤0.01%	1304
2023 Q3	$11.4K	Buy	22 +19	+633%	+$9.88K	﹤0.01%	1101
2023 Q2	$1.63K	Sell	3 -3	-50%	-$1.64K	﹤0.01%	1190
2023 Q1	$3.23K	Buy	+6	New	+$3.06K	﹤0.01%	1072
2022 Q3	–	Sell	-198	Closed	-$93K	–	1264
2022 Q2	$93K	Hold	198	–	–	0.01%	511
2022 Q1	$100K	Hold	198	–	–	0.01%	552
2021 Q4	$105K	Buy	+198	New	+$95.1K	0.01%	515

Other funds holding CHE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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