Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Chemed CHE Stock Holding History

Jacobs Levy Equity 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
-42,350
Closed -$26.1M – 1051
2025
Q1 		$26.1M Buy
+42,350
New +$24.1M 0.1% 198
2021
Q2 		– Sell
-2,020
Closed -$929K – 1042
2021
Q1 		$929K Buy
2,020
+650
+47% +$319K 0.01% 753
2020
Q4 		$730K Buy
1,370
+648
+90% +$318K 0.01% 792
2020
Q3 		$347K Buy
+722
New +$354K ﹤0.01% 870

Other funds holding CHE

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

Jacobs Levy Equity Management's CHE Position: Q2 2025 in Review

Jacobs Levy Equity Management sold out of Chemed (CHE) in Q2 2025, closing a stake of 42,350 shares — an estimated $26.1M sold.

Jacobs Levy Equity Management first reported a position in CHE in Q3 2020 and held it in 4 quarters. The position peaked at $26.1M in Q1 2025. 537 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • Jacobs Levy Equity Management reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 42,350 Chemed shares in Q2 2025, an estimated $26.1M.
  • Jacobs Levy Equity Management first reported a position in Chemed in Q3 2020 and held it in 4 quarters.
  • Jacobs Levy Equity Management's Chemed position peaked at $26.1M in Q1 2025.
  • 537 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2025, filed 14 Aug 2025.