Corient Private Wealth
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Corient Private Wealth’s Chemed CHE Stock Holding History

Corient Private Wealth’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 		$1.28M Sell
3,394
-5,018
-60% -$2.15M ﹤0.01% 1503
2025
Q4 		$3.6M Buy
8,412
+2,845
+51% +$1.24M ﹤0.01% 1223
2025
Q3 		$745K Buy
5,567
+3,316
+147% +$1.5M ﹤0.01% 1575
2025
Q2 		$1.1M Buy
2,251
+114
+5% +$65K ﹤0.01% 1320
2025
Q1 		$1.31M Sell
2,137
-151
-7% -$85.8K ﹤0.01% 1164
2024
Q4 		$1.21M Sell
2,288
-426
-16% -$240K ﹤0.01% 1232
2024
Q3 		$1.63M Buy
2,714
+31
+1% +$17.6K ﹤0.01% 1190
2024
Q2 		$1.46M Sell
2,683
-24
-0.9% -$13.7K ﹤0.01% 1176
2024
Q1 		$1.74M Sell
2,707
-34
-1% -$20.7K ﹤0.01% 1087
2023
Q4 		$1.6M Buy
2,741
+200
+8% +$112K ﹤0.01% 1103
2023
Q3 		$1.32M Buy
2,541
+729
+40% +$379K ﹤0.01% 1092
2023
Q2 		$982K Sell
1,812
-7
-0.4% -$3.83K ﹤0.01% 1157
2023
Q1 		$978K Buy
1,819
+1,011
+125% +$516K ﹤0.01% 1096
2022
Q4 		$412K Buy
+808
New +$393K ﹤0.01% 1212

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VPM
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VCM
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JP Morgan Chase
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State Street
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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