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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

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

Cresset Asset Management's CHE Position: Q2 2025 in Review

Cresset Asset Management sold out of Chemed (CHE) in Q2 2025, closing a stake of 481 shares — an estimated $296K sold.

Cresset Asset Management first reported a position in CHE in Q4 2018 and held it in 20 quarters. The position peaked at $1.01M in Q1 2024. 538 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • Cresset Asset Management reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 481 Chemed shares in Q2 2025, an estimated $296K.
  • Cresset Asset Management first reported a position in Chemed in Q4 2018 and held it in 20 quarters.
  • Cresset Asset Management's Chemed position peaked at $1.01M in Q1 2024.
  • 538 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.