Covestor’s Chemed CHE Stock Holding History

Covestor’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	$83K	Sell	219 -156	-42%	-$66.8K	0.06%	381
2025 Q4	$160K	Buy	375 +116	+45%	+$50.5K	0.08%	305
2025 Q3	$116K	Buy	259 +36	+16%	+$16.3K	0.06%	493
2025 Q2	$109K	Sell	223 -54	-19%	-$30.8K	0.06%	502
2025 Q1	$171K	Buy	277 +30	+12%	+$17.1K	0.11%	203
2024 Q4	$131K	Hold	247	–	–	0.08%	356
2024 Q3	$149K	Buy	247 +11	+5%	+$6.24K	0.09%	308
2024 Q2	$128K	Buy	236 +17	+8%	+$9.74K	0.08%	358
2024 Q1	$141K	Buy	219 +21	+11%	+$12.8K	0.09%	309
2023 Q4	$116K	Buy	198 +54	+38%	+$30.2K	0.08%	398
2023 Q3	$75K	Buy	144 +31	+27%	+$16.1K	0.06%	580
2023 Q2	$61K	Buy	113 +87	+335%	+$47.6K	0.05%	692
2023 Q1	$14K	Hold	26	–	–	0.01%	1139
2022 Q4	$13K	Hold	26	–	–	0.01%	1185
2022 Q3	$12K	Sell	26 -203	-89%	-$97.6K	0.01%	1177
2022 Q2	$108K	Sell	229 -30	-12%	-$14.6K	0.09%	371
2022 Q1	$131K	Buy	259 +123	+90%	+$59K	0.09%	342
2021 Q4	$72K	Buy	+136	New	+$65.3K	0.1%	320

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