EverSource Wealth Advisors’s Chemed CHE Stock Holding History

EverSource 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	$153K	Buy	406 +35	+9%	+$15K	﹤0.01%	1196
2025 Q4	$159K	Buy	371 +80	+27%	+$34.8K	0.01%	1066
2025 Q3	$130K	Sell	291 -295	-50%	-$134K	0.01%	1132
2025 Q2	$285K	Buy	586 +83	+17%	+$47.3K	0.01%	694
2025 Q1	$309K	Buy	503 +5	+1%	+$2.84K	0.02%	516
2024 Q4	$264K	Buy	498 +33	+7%	+$18.6K	0.01%	543
2024 Q3	$280K	Sell	465 -19	-4%	-$10.8K	0.02%	466
2024 Q2	$276K	Sell	484 -3	-0.6%	-$1.72K	0.02%	465
2024 Q1	$277K	Buy	487 +4	+0.8%	+$2.43K	0.02%	398
2023 Q4	$282K	Buy	483 +2	+0.4%	+$1.12K	0.03%	357
2023 Q3	$250K	Sell	481 -20	-4%	-$10.4K	0.03%	353
2023 Q2	$271K	Sell	501 -51	-9%	-$27.9K	0.03%	335
2023 Q1	$297K	Buy	552 +52	+10%	+$26.5K	0.04%	303
2022 Q4	$255K	Sell	500 -390	-44%	-$190K	0.04%	315
2022 Q3	$389K	Sell	890 -165	-16%	-$79.3K	0.09%	201
2022 Q2	$496K	Buy	1,055 +125	+13%	+$61K	0.13%	148
2022 Q1	$471K	Buy	930 +497	+115%	+$238K	0.12%	157
2021 Q4	$229K	Buy	+433	New	+$208K	0.06%	206

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