IAA
CHE icon

Independent Advisor Alliance’s Chemed CHE Stock Holding History

Independent Advisor Alliance’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 		$613K Sell
1,622
-51
-3% -$21.8K 0.01% 1033
2025
Q4 		$716K Sell
1,673
-8
-0.5% -$3.48K 0.02% 556
2025
Q3 		$753K Buy
1,681
+100
+6% +$45.3K 0.02% 512
2025
Q2 		$770K Sell
1,581
-712
-31% -$406K 0.02% 465
2025
Q1 		$1.41M Buy
2,293
+14
+0.6% +$7.96K 0.05% 310
2024
Q4 		$1.21M Buy
2,279
+25
+1% +$14.1K 0.02% 667
2024
Q3 		$1.35M Sell
2,254
-66
-3% -$37.4K 0.05% 277
2024
Q2 		$1.26M Buy
2,320
+1,204
+108% +$690K 0.04% 286
2024
Q1 		$716K Hold
1,116
– – 0.03% 378
2023
Q4 		$653K Sell
1,116
-31
-3% -$17.3K 0.02% 380
2023
Q3 		$596K Hold
1,147
– – 0.03% 381
2023
Q2 		$621K Hold
1,147
– – 0.03% 383
2023
Q1 		$617K Buy
+1,147
New +$585K 0.03% 381
2022
Q4 		– Sell
-1,147
Closed -$501K – 458
2022
Q3 		$501K Sell
1,147
-110
-9% -$52.9K 0.03% 374
2022
Q2 		$590K Sell
1,257
-150
-11% -$73.2K 0.03% 344
2022
Q1 		$713K Sell
1,407
-191
-12% -$91.6K 0.03% 327
2021
Q4 		$845K Sell
1,598
-400
-20% -$192K 0.04% 305
2021
Q3 		$929K Hold
1,998
– – 0.05% 282
2021
Q2 		$948K Buy
+1,998
New +$959K 0.05% 292

Other funds holding CHE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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