LECAP Asset Management’s Chemed CHE Stock Holding History

LECAP Asset 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
2026 Q2	$623K	Sell	1,337 -3,685	-73%	-$1.55M	0.27%	152
2026 Q1	$1.9M	Buy	5,022 +2,911	+138%	+$1.25M	0.71%	31
2025 Q4	$903K	Buy	+2,111	New	+$919K	0.36%	109
2025 Q3	–	Sell	-2,009	Closed	-$978K	–	295
2025 Q2	$978K	Buy	+2,009	New	+$1.14M	0.35%	114
2025 Q1	–	Sell	-2,133	Closed	-$1.13M	–	303
2024 Q4	$1.13M	Buy	+2,133	New	+$1.2M	0.31%	135
2024 Q3	–	Sell	-1,609	Closed	-$873K	–	320
2024 Q2	$873K	Buy	+1,609	New	+$922K	0.19%	188

Other funds holding CHE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

LECAP Asset Management's CHE Position: Q2 2026 in Review

LECAP Asset Management reduced its Chemed (CHE) stake by 73% in Q2 2026, selling an estimated $1.55M and leaving 1,337 shares worth $623K. The position accounts for 0.27% of the portfolio, ranked #152.

LECAP Asset Management first reported a position in CHE in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.9M in Q1 2026. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

LECAP Asset Management held 1,337 shares of Chemed worth $623K as of Q2 2026.
LECAP Asset Management sold 3,685 Chemed shares in Q2 2026, an estimated $1.55M.
Chemed made up 0.27% of LECAP Asset Management's portfolio in Q2 2026, its #152 holding.
LECAP Asset Management first reported a position in Chemed in Q2 2024 and has held it in 6 quarters since.
LECAP Asset Management's Chemed position peaked at $1.9M in Q1 2026.
530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.