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 Q2	$416K	Sell	893 -7,552	-89%	-$3.18M	0.01%	1016
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

Other funds holding CHE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Evergreen Capital Management's CHE Position: Q2 2026 in Review

Evergreen Capital Management reduced its Chemed (CHE) stake by 89% in Q2 2026, selling an estimated $3.18M and leaving 893 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #1016.

Evergreen Capital Management first reported a position in CHE in Q3 2019 and has held it in 11 quarters since. The position peaked at $9.07M in Q3 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Evergreen Capital Management held 893 shares of Chemed worth $416K as of Q2 2026.
Evergreen Capital Management sold 7,552 Chemed shares in Q2 2026, an estimated $3.18M.
Chemed made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1016 holding.
Evergreen Capital Management first reported a position in Chemed in Q3 2019 and has held it in 11 quarters since.
Evergreen Capital Management's Chemed position peaked at $9.07M in Q3 2025.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.