EP Wealth Advisors’s Chemed CHE Stock Holding History

EP Wealth Advisors’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	$259K	Sell	685 -369	-35%	-$158K	﹤0.01%	1252
2025 Q4	$451K	Buy	+1,054	New	+$459K	﹤0.01%	933
2025 Q2	$579K	Sell	1,190 -8	-0.7%	-$4.56K	﹤0.01%	729
2025 Q1	$737K	Sell	1,198 -117	-9%	-$66.5K	0.01%	576
2024 Q4	$697K	Sell	1,315 -39	-3%	-$22K	0.01%	592
2024 Q3	$814K	Buy	1,354 +25	+2%	+$14.2K	0.01%	547
2024 Q2	$721K	Sell	1,329 -130	-9%	-$74.5K	0.01%	454
2024 Q1	$937K	Sell	1,459 -428	-23%	-$260K	0.01%	389
2023 Q4	$1.1M	Buy	1,887 +57	+3%	+$31.9K	0.01%	352
2023 Q3	$951K	Sell	1,830 -13,670	-88%	-$7.11M	0.01%	337
2023 Q2	$989K	Buy	15,500 +8,148	+111%	+$4.45M	0.01%	339
2023 Q1	$650K	Buy	7,352 +5,461	+289%	+$2.78M	0.01%	364
2022 Q4	$965K	Buy	+1,891	New	+$920K	0.02%	287

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