Covestor
CHE icon

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
Q3 		$29K Sell
57
-132
-70% -$68.2K 0.02% 963
2026
Q2 		$88K Sell
189
-30
-14% -$12.6K 0.05% 431
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% +$9.7K 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

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Covestor's CHE Position: Q3 2026 in Review

Covestor reduced its Chemed (CHE) stake by 70% in Q3 2026, selling an estimated $68.2K and leaving 57 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #963.

Covestor first reported a position in CHE in Q4 2021 and has held it in 20 quarters since. The position peaked at $171K in Q1 2025. 306 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • Covestor held 57 shares of Chemed worth $29K as of Q3 2026.
  • Covestor sold 132 Chemed shares in Q3 2026, an estimated $68.2K.
  • Chemed made up 0.02% of Covestor's portfolio in Q3 2026, its #963 holding.
  • Covestor first reported a position in Chemed in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Chemed position peaked at $171K in Q1 2025.
  • 306 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.