DWT
CHE icon

Dorsey & Whitney Trust’s Chemed CHE Stock Holding History

Dorsey & Whitney Trust’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
-374
Closed -$230K – 686
2025
Q1 		$230K Sell
374
-9
-2% -$5.12K 0.01% 600
2024
Q4 		$203K Sell
383
-2
-0.5% -$1.13K 0.01% 648
2024
Q3 		$231K Buy
385
+2
+0.5% +$1.13K 0.01% 604
2024
Q2 		$208K Buy
383
+11
+3% +$6.3K 0.01% 590
2024
Q1 		$239K Hold
372
– – 0.02% 546
2023
Q4 		$218K Buy
+372
New +$208K 0.02% 556

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

Dorsey & Whitney Trust's CHE Position: Q2 2025 in Review

Dorsey & Whitney Trust sold out of Chemed (CHE) in Q2 2025, closing a stake of 374 shares — an estimated $230K sold.

Dorsey & Whitney Trust first reported a position in CHE in Q4 2023 and held it in 6 quarters. The position peaked at $239K in Q1 2024. 538 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • Dorsey & Whitney Trust reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 374 Chemed shares in Q2 2025, an estimated $230K.
  • Dorsey & Whitney Trust first reported a position in Chemed in Q4 2023 and held it in 6 quarters.
  • Dorsey & Whitney Trust's Chemed position peaked at $239K in Q1 2024.
  • 538 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2025, filed 11 Aug 2025.