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Jefferies Financial Group’s Chemed CHE Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-1,453
Closed -$770K – 1663
2024
Q4 		$770K Buy
1,453
+1,119
+335% +$631K ﹤0.01% 972
2024
Q3 		$201K Buy
+334
New +$189K ﹤0.01% 1227
2024
Q1 		– Sell
-6,939
Closed -$4.06M – 1654
2023
Q4 		$4.06M Buy
6,939
+6,397
+1,180% +$3.58M 0.03% 458
2023
Q3 		$282K Buy
+542
New +$282K ﹤0.01% 1245
2018
Q2 		– Sell
-5,046
Closed -$1.38M – 75
2018
Q1 		$1.38M Buy
5,046
+3,660
+264% +$970K 0.1% 54
2017
Q4 		$337K Buy
+1,386
New +$315K 0.03% 89

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 $3.37T AUM 44.26% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jefferies Financial Group's CHE Position: Q1 2025 in Review

Jefferies Financial Group sold out of Chemed (CHE) in Q1 2025, closing a stake of 1,453 shares — an estimated $770K sold.

Jefferies Financial Group first reported a position in CHE in Q4 2017 and held it in 6 quarters. The position peaked at $4.06M in Q4 2023. 554 funds tracked by Wall St. Rank hold CHE as of Q1 2025.

  • Jefferies Financial Group reported no remaining Chemed position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 1,453 Chemed shares in Q1 2025, an estimated $770K.
  • Jefferies Financial Group first reported a position in Chemed in Q4 2017 and held it in 6 quarters.
  • Jefferies Financial Group's Chemed position peaked at $4.06M in Q4 2023.
  • 554 funds tracked by Wall St. Rank held Chemed as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.