NewEdge Advisors’s Chemed CHE Stock Holding History

NewEdge Advisors’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 Q1	$18.5K	Hold	49	–	–	﹤0.01%	3215
2025 Q4	$21K	Sell	49 -41	-46%	-$17.8K	﹤0.01%	3242
2025 Q3	$40.3K	Sell	90 -47	-34%	-$21.3K	﹤0.01%	2891
2025 Q2	$66.7K	Hold	137	–	–	﹤0.01%	2578
2025 Q1	$84.3K	Hold	137	–	–	﹤0.01%	2353
2024 Q4	$72.6K	Hold	137	–	–	﹤0.01%	2391
2024 Q3	$82.3K	Buy	137 +25	+22%	+$14.2K	﹤0.01%	2259
2024 Q2	$60.8K	Buy	112 +38	+51%	+$21.8K	﹤0.01%	2285
2024 Q1	$47.5K	Sell	74 -509	-87%	-$309K	﹤0.01%	2331
2023 Q4	$348K	Buy	583 +565	+3,139%	+$316K	﹤0.01%	1478
2023 Q3	$9.36K	Hold	18	–	–	﹤0.01%	2592
2023 Q2	$9.75K	Hold	18	–	–	﹤0.01%	2605
2023 Q1	$9.68K	Sell	18 -16	-47%	-$8.16K	﹤0.01%	2577
2022 Q4	$8.18K	Buy	+34	New	+$16.6K	﹤0.01%	2433
2020 Q4	–	Sell	-1,105	Closed	-$531K	–	997
2020 Q3	$531K	Sell	1,105 -16	-1%	-$7.85K	0.02%	557
2020 Q2	$506K	Buy	+1,121	New	+$500K	0.02%	531

Other funds holding CHE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return