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Convergence Investment Partners’s Chemed CHE Stock Holding History

Convergence Investment 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
2025
Q2 		– Sell
-814
Closed -$501K – 242
2025
Q1 		$501K Buy
+814
New +$463K 0.14% 197
2014
Q4 		– Sell
-7,422
Closed -$764K – 370
2014
Q3 		$764K Buy
+7,422
New +$752K 0.1% 276
2014
Q2 		– Sell
-11,334
Closed -$1.01M – 376
2014
Q1 		$1.01M Sell
11,334
-29,186
-72% -$2.38M 0.15% 191
2013
Q4 		$3.1M Buy
40,520
+10,760
+36% +$793K 0.5% 51
2013
Q3 		$2.13M Buy
+29,760
New +$2.12M 0.45% 79

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Convergence Investment Partners's CHE Position: Q2 2025 in Review

Convergence Investment Partners sold out of Chemed (CHE) in Q2 2025, closing a stake of 814 shares — an estimated $501K sold.

Convergence Investment Partners first reported a position in CHE in Q3 2013 and held it in 5 quarters. The position peaked at $3.1M in Q4 2013. 538 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • Convergence Investment Partners reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 814 Chemed shares in Q2 2025, an estimated $501K.
  • Convergence Investment Partners first reported a position in Chemed in Q3 2013 and held it in 5 quarters.
  • Convergence Investment Partners's Chemed position peaked at $3.1M in Q4 2013.
  • 538 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Convergence Investment Partners's 13F filing for Q2 2025, filed 1 Aug 2025.