MFG
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Menard Financial Group’s Chemed CHE Stock Holding History

Menard Financial Group’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 		– Sell
-4
Closed -$2.12K – 129
2024
Q4 		$2.12K Buy
+4
New +$2.25K ﹤0.01% 280
2023
Q2 		– Sell
-435
Closed -$234K – 71
2023
Q1 		$234K Sell
435
-113
-21% -$57.6K 0.54% 52
2022
Q4 		$280K Buy
548
+35
+7% +$17K 0.67% 44
2022
Q3 		$224K Sell
513
-35
-6% -$16.8K 0.41% 71
2022
Q2 		$257K Sell
548
-170
-24% -$82.9K 0.42% 67
2022
Q1 		$364K Buy
718
+180
+33% +$86.3K 0.36% 90
2021
Q4 		$285K Buy
+538
New +$258K 0.23% 114

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Menard Financial Group's CHE Position: Q1 2025 in Review

Menard Financial Group sold out of Chemed (CHE) in Q1 2025, closing a stake of 4 shares — an estimated $2.12K sold.

Menard Financial Group first reported a position in CHE in Q4 2021 and held it in 7 quarters. The position peaked at $364K in Q1 2022. 554 funds tracked by Wall St. Rank hold CHE as of Q1 2025.

  • Menard Financial Group reported no remaining Chemed position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 4 Chemed shares in Q1 2025, an estimated $2.12K.
  • Menard Financial Group first reported a position in Chemed in Q4 2021 and held it in 7 quarters.
  • Menard Financial Group's Chemed position peaked at $364K in Q1 2022.
  • 554 funds tracked by Wall St. Rank held Chemed as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.