IHT Wealth Management’s Chemed CHE Stock Holding History

IHT Wealth 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
2025 Q2	–	Sell	-327	Closed	-$201K	–	1159
2025 Q1	$201K	Buy	+327	New	+$186K	0.01%	1038
2024 Q4	–	Sell	-456	Closed	-$272K	–	1093
2024 Q3	$272K	Sell	456 -202	-31%	-$115K	0.01%	945
2024 Q2	$357K	Sell	658 -6	-0.9%	-$3.44K	0.01%	742
2024 Q1	$427K	Buy	664 +2	+0.3%	+$1.22K	0.02%	686
2023 Q4	$387K	Buy	662 +18	+3%	+$10.1K	0.02%	679
2023 Q3	$335K	Buy	644 +20	+3%	+$10.4K	0.02%	684
2023 Q2	$338K	Buy	624 +23	+4%	+$12.6K	0.02%	677
2023 Q1	$323K	Sell	601 -6	-1%	-$3.06K	0.02%	671
2022 Q4	$310K	Buy	+607	New	+$295K	0.02%	650

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return