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Colonial Trust Advisors’s Chemed CHE Stock Holding History

Colonial Trust 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
2025
Q2 		– Sell
-28
Closed -$17.2K – 705
2025
Q1 		$17.2K Hold
28
– – ﹤0.01% 446
2024
Q4 		$14.8K Hold
28
– – ﹤0.01% 442
2024
Q3 		$16.8K Hold
28
– – ﹤0.01% 470
2024
Q2 		$15.2K Hold
28
– – ﹤0.01% 469
2024
Q1 		$18K Buy
+28
New +$17K ﹤0.01% 495

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Colonial Trust Advisors's CHE Position: Q2 2025 in Review

Colonial Trust Advisors sold out of Chemed (CHE) in Q2 2025, closing a stake of 28 shares — an estimated $17.2K sold.

Colonial Trust Advisors first reported a position in CHE in Q1 2024 and held it in 5 quarters. The position peaked at $18K in Q1 2024. 537 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • Colonial Trust Advisors reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 28 Chemed shares in Q2 2025, an estimated $17.2K.
  • Colonial Trust Advisors first reported a position in Chemed in Q1 2024 and held it in 5 quarters.
  • Colonial Trust Advisors's Chemed position peaked at $18K in Q1 2024.
  • 537 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Colonial Trust Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.