Massachusetts Financial Services
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Massachusetts Financial Services’s Chemed CHE Stock Holding History

Massachusetts Financial Services’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
Q2 		– Sell
-409
Closed -$252K – 896
2025
Q1 		$252K Sell
409
-107,450
-100% -$61.1M ﹤0.01% 870
2024
Q4 		$57.1M Sell
107,859
-92,827
-46% -$52.3M 0.02% 446
2024
Q3 		$121M Sell
200,686
-41
-0% -$23.2K 0.04% 362
2024
Q2 		$109M Sell
200,727
-33,047
-14% -$18.9M 0.03% 364
2024
Q1 		$150M Buy
233,774
+30,678
+15% +$18.6M 0.04% 321
2023
Q4 		$119M Buy
203,096
+111,399
+121% +$62.3M 0.04% 351
2023
Q3 		$47.7M Buy
+91,697
New +$47.7M 0.02% 447
2020
Q3 		– Sell
-904
Closed -$408K – 874
2020
Q2 		$408K Sell
904
-4,301
-83% -$1.92M ﹤0.01% 773
2020
Q1 		$2.25M Sell
5,205
-245
-4% -$109K ﹤0.01% 670
2019
Q4 		$2.39M Buy
5,450
+29
+0.5% +$12.2K ﹤0.01% 698
2019
Q3 		$2.26M Buy
5,421
+406
+8% +$166K ﹤0.01% 710
2019
Q2 		$1.81M Sell
5,015
-327
-6% -$109K ﹤0.01% 742
2019
Q1 		$1.71M Buy
5,342
+55
+1% +$16.9K ﹤0.01% 737
2018
Q4 		$1.5M Buy
5,287
+286
+6% +$86.3K ﹤0.01% 735
2018
Q3 		$1.6M Buy
+5,001
New +$1.59M ﹤0.01% 742

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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Massachusetts Financial Services's CHE Position: Q2 2025 in Review

Massachusetts Financial Services sold out of Chemed (CHE) in Q2 2025, closing a stake of 409 shares — an estimated $252K sold.

Massachusetts Financial Services first reported a position in CHE in Q3 2018 and held it in 15 quarters. The position peaked at $150M in Q1 2024. 538 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • Massachusetts Financial Services reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • Massachusetts Financial Services sold 409 Chemed shares in Q2 2025, an estimated $252K.
  • Massachusetts Financial Services first reported a position in Chemed in Q3 2018 and held it in 15 quarters.
  • Massachusetts Financial Services's Chemed position peaked at $150M in Q1 2024.
  • 538 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Massachusetts Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.