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Cresset Asset Management’s Chemed CHE Stock Holding History

Cresset Asset Management’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
-481
Closed -$296K – 1496
2025
Q1 		$296K Buy
481
+33
+7% +$18.8K ﹤0.01% 1324
2024
Q4 		$237K Sell
448
-1,187
-73% -$669K ﹤0.01% 1481
2024
Q3 		$983K Buy
1,635
+68
+4% +$38.5K ﹤0.01% 1172
2024
Q2 		$850K Sell
1,567
-12
-0.8% -$6.87K ﹤0.01% 1154
2024
Q1 		$1.01M Buy
1,579
+425
+37% +$258K ﹤0.01% 975
2023
Q4 		$675K Sell
1,154
-268
-19% -$150K ﹤0.01% 1067
2023
Q3 		$739K Buy
1,422
+29
+2% +$15.1K ﹤0.01% 987
2023
Q2 		$755K Buy
+1,393
New +$761K ﹤0.01% 1070
2021
Q4 		– Sell
-971
Closed -$452K – 1154
2021
Q3 		$452K Buy
971
+82
+9% +$38.7K 0.01% 669
2021
Q2 		$421K Hold
889
– – 0.01% 618
2021
Q1 		$409K Sell
889
-65
-7% -$31.9K 0.01% 549
2020
Q4 		$508K Sell
954
-9
-0.9% -$4.42K 0.01% 391
2020
Q3 		$462K Sell
963
-247
-20% -$121K 0.01% 389
2020
Q2 		$546K Sell
1,210
-62
-5% -$27.7K 0.01% 324
2020
Q1 		$551K Buy
1,272
+383
+43% +$171K 0.02% 266
2019
Q4 		$391K Buy
889
+9
+1% +$3.79K 0.01% 354
2019
Q3 		$367K Sell
880
-661
-43% -$270K 0.01% 324
2019
Q2 		$556K Buy
1,541
+135
+10% +$45.1K 0.02% 230
2019
Q1 		$450K Buy
1,406
+1,186
+539% +$364K 0.02% 199
2018
Q4 		$62K Buy
+220
New +$66.4K ﹤0.01% 426

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