FGP
CHE icon

Freestone Grove Partners’s Chemed CHE Stock Holding History

Freestone Grove Partners’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
-568
Closed -$277K – 726
2025
Q2 		$277K Buy
+568
New +$324K ﹤0.01% 597
2025
Q1 		– Sell
-116,391
Closed -$61.7M – 613
2024
Q4 		$61.7M Buy
+116,391
New +$65.6M 0.76% 30

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

Freestone Grove Partners's CHE Position: Q3 2025 in Review

Freestone Grove Partners sold out of Chemed (CHE) in Q3 2025, closing a stake of 568 shares — an estimated $277K sold.

Freestone Grove Partners first reported a position in CHE in Q4 2024 and held it in 2 quarters. The position peaked at $61.7M in Q4 2024. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • Freestone Grove Partners reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 568 Chemed shares in Q3 2025, an estimated $277K.
  • Freestone Grove Partners first reported a position in Chemed in Q4 2024 and held it in 2 quarters.
  • Freestone Grove Partners's Chemed position peaked at $61.7M in Q4 2024.
  • 523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Freestone Grove Partners's 13F filing for Q3 2025, filed 14 Nov 2025.