ECM
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Evergreen Capital Management’s Chemed CHE Stock Holding History

Evergreen Capital 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
2026
Q1 		$3.19M Sell
8,445
-7,799
-48% -$3.34M 0.07% 249
2025
Q4 		$6.95M Sell
16,244
-4,018
-20% -$1.75M 0.16% 147
2025
Q3 		$9.07M Buy
20,262
+9,913
+96% +$4.49M 0.22% 119
2025
Q2 		$5.04M Sell
10,349
-3,982
-28% -$2.27M 0.15% 157
2025
Q1 		$8.82M Sell
14,331
-784
-5% -$446K 0.3% 92
2024
Q4 		$8.01M Buy
15,115
+398
+3% +$224K 0.26% 108
2024
Q3 		$8.84M Buy
14,717
+320
+2% +$181K 0.3% 94
2024
Q2 		$7.81M Buy
+14,397
New +$8.25M 0.28% 104
2020
Q1 		– Sell
-513
Closed -$225K – 402
2019
Q4 		$225K Sell
513
-109
-18% -$45.9K 0.02% 415
2019
Q3 		$260K Buy
+622
New +$254K 0.02% 329

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