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Everpar Advisors’s Chemed CHE Stock Holding History

Everpar 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
2025
Q3 		– Sell
-478
Closed -$233K – 280
2025
Q2 		$233K Sell
478
-7
-1% -$3.99K 0.11% 243
2025
Q1 		$298K Buy
485
+40
+9% +$22.7K 0.16% 183
2024
Q4 		$236K Sell
445
-97
-18% -$54.7K 0.12% 235
2024
Q3 		$326K Sell
542
-38
-7% -$21.5K 0.17% 179
2024
Q2 		$315K Buy
580
+27
+5% +$15.5K 0.16% 183
2024
Q1 		$355K Sell
553
-394
-42% -$239K 0.22% 159
2023
Q4 		$554K Buy
+947
New +$530K 0.26% 139

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Everpar Advisors's CHE Position: Q3 2025 in Review

Everpar Advisors sold out of Chemed (CHE) in Q3 2025, closing a stake of 478 shares — an estimated $233K sold.

Everpar Advisors first reported a position in CHE in Q4 2023 and held it in 7 quarters. The position peaked at $554K in Q4 2023. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • Everpar Advisors reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
  • Everpar Advisors sold 478 Chemed shares in Q3 2025, an estimated $233K.
  • Everpar Advisors first reported a position in Chemed in Q4 2023 and held it in 7 quarters.
  • Everpar Advisors's Chemed position peaked at $554K in Q4 2023.
  • 523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Everpar Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.