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Lindbrook Capital’s Chemed CHE Stock Holding History

Lindbrook Capital’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 		$65.2K Buy
106
+97
+1,078% +$55.1K 0.01% 877
2024
Q4 		$4.77K Sell
9
-7
-44% -$3.95K ﹤0.01% 2005
2024
Q3 		$9.62K Buy
16
+1
+7% +$567 ﹤0.01% 1700
2024
Q2 		$8.14K Sell
15
-5
-25% -$2.86K ﹤0.01% 1745
2024
Q1 		$12.8K Sell
20
-5
-20% -$3.04K ﹤0.01% 1430
2023
Q4 		$14.6K Buy
25
+20
+400% +$11.2K ﹤0.01% 1343
2023
Q3 		$2.6K Sell
5
-6
-55% -$3.12K ﹤0.01% 2031
2023
Q2 		$5.96K Buy
11
+1
+10% +$547 ﹤0.01% 1716
2023
Q1 		$5.38K Buy
10
+8
+400% +$4.08K ﹤0.01% 1824
2022
Q4 		$1.02K Sell
2
-2
-50% -$974 ﹤0.01% 2460
2022
Q3 		$2K Sell
4
-2
-33% -$962 ﹤0.01% 2016
2022
Q2 		$3K Sell
6
-3
-33% -$1.46K ﹤0.01% 1758
2022
Q1 		$5K Hold
9
– – ﹤0.01% 1577
2021
Q4 		$5K Buy
9
+5
+125% +$2.4K ﹤0.01% 1496
2021
Q3 		$2K Hold
4
– – ﹤0.01% 1513
2021
Q2 		$2K Sell
4
-2
-33% -$960 ﹤0.01% 1566
2021
Q1 		$3K Buy
6
+5
+500% +$2.45K ﹤0.01% 1401
2020
Q4 		$1K Buy
+1
New +$491 ﹤0.01% 1590

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lindbrook Capital's CHE Position: Q1 2025 in Review

Lindbrook Capital increased its Chemed (CHE) stake by 1,078% in Q1 2025, buying an estimated $55.1K and bringing the position to 106 shares worth $65.2K. The position accounts for 0.01% of the portfolio, ranked #877.

Lindbrook Capital first reported a position in CHE in Q4 2020 and has held it in 18 quarters since. 554 funds tracked by Wall St. Rank hold CHE as of Q1 2025.

  • Lindbrook Capital held 106 shares of Chemed worth $65.2K as of Q1 2025.
  • Lindbrook Capital bought 97 Chemed shares in Q1 2025, an estimated $55.1K.
  • Chemed made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #877 holding.
  • Lindbrook Capital first reported a position in Chemed in Q4 2020 and has held it in 18 quarters since.
  • 554 funds tracked by Wall St. Rank held Chemed as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.