CVA Family Office’s Chemed CHE Stock Holding History

CVA Family Office’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	$4.53K	Buy	+12	New	+$5.14K	﹤0.01%	1268
2025 Q4	–	Sell	-3	Closed	-$1.34K	–	1299
2025 Q3	$1.34K	Buy	+3	New	+$1.36K	﹤0.01%	1068
2025 Q2	–	Sell	-1	Closed	-$615	–	1318
2025 Q1	$615	Sell	1 -11	-92%	-$6.25K	﹤0.01%	1187
2024 Q4	$6.36K	Hold	12	–	–	﹤0.01%	850
2024 Q3	$7.21K	Hold	12	–	–	﹤0.01%	803
2024 Q2	$6.51K	Hold	12	–	–	﹤0.01%	799
2024 Q1	$7.7K	Hold	12	–	–	﹤0.01%	786
2023 Q4	$7.02K	Buy	+12	New	+$6.71K	﹤0.01%	773
2023 Q3	–	Sell	-21	Closed	-$11.4K	–	356
2023 Q2	$11.4K	Buy	21 +9	+75%	+$4.92K	﹤0.01%	707
2023 Q1	$6.45K	Hold	12	–	–	﹤0.01%	740
2022 Q4	$6.13K	Hold	12	–	–	﹤0.01%	718
2022 Q3	$5K	Hold	12	–	–	﹤0.01%	716
2022 Q2	$6K	Hold	12	–	–	﹤0.01%	712
2022 Q1	$6K	Hold	12	–	–	﹤0.01%	741
2021 Q4	$6K	Buy	+12	New	+$5.76K	﹤0.01%	715
2021 Q3	–	Sell	-18	Closed	-$9K	–	453
2021 Q2	$9K	Buy	18 +6	+50%	+$2.88K	﹤0.01%	669
2021 Q1	$6K	Buy	+12	New	+$5.88K	﹤0.01%	589

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