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Golden State Equity Partners’s Chemed CHE Stock Holding History

Golden State Equity 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
Q2 		– Sell
-350
Closed -$215K – 442
2025
Q1 		$215K Sell
350
-174
-33% -$98.9K 0.04% 400
2024
Q4 		$278K Sell
524
-225
-30% -$127K 0.05% 350
2024
Q3 		$450K Sell
749
-287
-28% -$163K 0.07% 270
2024
Q2 		$562K Buy
+1,036
New +$593K 0.12% 190
2023
Q4 		$508K Buy
869
+196
+29% +$110K 0.12% 189
2023
Q3 		$350K Buy
673
+153
+29% +$79.5K 0.1% 220
2023
Q2 		$282K Buy
+520
New +$284K 0.08% 293

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Golden State Equity Partners's CHE Position: Q2 2025 in Review

Golden State Equity Partners sold out of Chemed (CHE) in Q2 2025, closing a stake of 350 shares — an estimated $215K sold.

Golden State Equity Partners first reported a position in CHE in Q2 2023 and held it in 7 quarters. The position peaked at $562K in Q2 2024. 538 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • Golden State Equity Partners reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • Golden State Equity Partners sold 350 Chemed shares in Q2 2025, an estimated $215K.
  • Golden State Equity Partners first reported a position in Chemed in Q2 2023 and held it in 7 quarters.
  • Golden State Equity Partners's Chemed position peaked at $562K in Q2 2024.
  • 538 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Golden State Equity Partners's 13F filing for Q2 2025, filed 14 Jul 2025.