Longfellow Investment Management’s Chemed CHE Stock Holding History

Longfellow Investment 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 Q3	–	Sell	-2	Closed	-$974	–	267
2025 Q2	$974	Hold	2	–	–	﹤0.01%	249
2025 Q1	$1.23K	Hold	2	–	–	﹤0.01%	245
2024 Q4	$1.06K	Hold	2	–	–	﹤0.01%	257
2024 Q3	$1.2K	Hold	2	–	–	﹤0.01%	236
2024 Q2	$1.08K	Hold	2	–	–	﹤0.01%	233
2024 Q1	$1.28K	Hold	2	–	–	﹤0.01%	243
2023 Q4	$1.17K	Hold	2	–	–	﹤0.01%	222
2023 Q3	$1.04K	Hold	2	–	–	﹤0.01%	216
2023 Q2	$1.08K	Hold	2	–	–	﹤0.01%	244
2023 Q1	$1.08K	Hold	2	–	–	﹤0.01%	244
2022 Q4	$1.02K	Hold	2	–	–	﹤0.01%	249
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	298
2022 Q2	$1K	Hold	2	–	–	﹤0.01%	320
2022 Q1	$2K	Hold	2	–	–	﹤0.01%	321
2021 Q4	$2K	Hold	2	–	–	﹤0.01%	330
2021 Q3	$1K	Hold	2	–	–	﹤0.01%	383
2021 Q2	$1K	Buy	2 +1	+100%	+$480	﹤0.01%	398
2021 Q1	$1K	Hold	1	–	–	﹤0.01%	453
2020 Q4	$1K	Buy	+1	New	+$491	﹤0.01%	474

Other funds holding CHE

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIP

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

Longfellow Investment Management's CHE Position: Q3 2025 in Review

Longfellow Investment Management sold out of Chemed (CHE) in Q3 2025, closing a stake of 2 shares — an estimated $974 sold.

Longfellow Investment Management first reported a position in CHE in Q4 2020 and held it in 19 quarters. The position peaked at $2K in Q1 2022. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

Longfellow Investment Management reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
Longfellow Investment Management sold 2 Chemed shares in Q3 2025, an estimated $974.
Longfellow Investment Management first reported a position in Chemed in Q4 2020 and held it in 19 quarters.
Longfellow Investment Management's Chemed position peaked at $2K in Q1 2022.
523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Longfellow Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.