LI
CHE icon

LRI Investments’s Chemed CHE Stock Holding History

LRI Investments’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 		$466 Buy
+1
New +$420 ﹤0.01% 1553
2026
Q1 		– Sell
-36
Closed -$15.5K – 1428
2025
Q4 		$15.5K Sell
36
-86
-70% -$37.4K ﹤0.01% 761
2025
Q3 		$54.7K Sell
122
-47
-28% -$21.3K ﹤0.01% 537
2025
Q2 		$82.3K Buy
169
+19
+13% +$10.8K 0.01% 466
2025
Q1 		$92.6K Sell
150
-103
-41% -$58.5K 0.01% 431
2024
Q4 		$134K Hold
253
– – 0.01% 361
2024
Q3 		$142K Sell
253
-9
-3% -$5.1K 0.01% 345
2024
Q2 		$142K Buy
+262
New +$150K 0.02% 316

Other funds holding CHE

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return