Edgestream Partners’s Chemed CHE Stock Holding History

Edgestream Partners’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	–	Sell	-20,411	Closed	-$8.73M	–	906
2025 Q4	$8.73M	Buy	20,411 +2,950	+17%	+$1.28M	0.25%	90
2025 Q3	$7.82M	Buy	17,461 +9,796	+128%	+$4.44M	0.23%	120
2025 Q2	$3.73M	Buy	7,665 +6,233	+435%	+$3.55M	0.1%	370
2025 Q1	$881K	Sell	1,432 -3,575	-71%	-$2.03M	0.03%	624
2024 Q4	$2.65M	Sell	5,007 -5,404	-52%	-$3.05M	0.11%	330
2024 Q3	$6.26M	Sell	10,411 -3,229	-24%	-$1.83M	0.28%	86
2024 Q2	$7.4M	Buy	13,640 +12,033	+749%	+$6.89M	0.36%	39
2024 Q1	$1.03M	Sell	1,607 -6,053	-79%	-$3.68M	0.05%	493
2023 Q4	$4.48M	Buy	7,660 +2,662	+53%	+$1.49M	0.32%	43
2023 Q3	$2.6M	Sell	4,998 -2,248	-31%	-$1.17M	0.21%	127
2023 Q2	$3.92M	Buy	7,246 +1,311	+22%	+$717K	0.36%	37
2023 Q1	$3.19M	Sell	5,935 -409	-6%	-$209K	0.35%	58
2022 Q4	$3.24M	Buy	+6,344	New	+$3.09M	0.36%	76

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