NPPM
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North Point Portfolio Managers’s Chemed CHE Stock Holding History

North Point Portfolio Managers’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
-16,272
Closed -$8.62M – 72
2024
Q4 		$8.62M Sell
16,272
-269
-2% -$152K 1.5% 35
2024
Q3 		$9.94M Sell
16,541
-194
-1% -$110K 1.59% 33
2024
Q2 		$9.08M Sell
16,735
-75
-0.4% -$43K 1.6% 36
2024
Q1 		$10.8M Sell
16,810
-92
-0.5% -$55.9K 1.83% 33
2023
Q4 		$9.88M Sell
16,902
-128
-0.8% -$71.6K 1.8% 33
2023
Q3 		$8.85M Buy
17,030
+154
+0.9% +$80.1K 1.81% 34
2023
Q2 		$9.14M Sell
16,876
-4,417
-21% -$2.41M 1.81% 34
2023
Q1 		$11.5M Buy
21,293
+344
+2% +$175K 1.82% 34
2022
Q4 		$10.7M Buy
20,949
+132
+0.6% +$64.3K 1.8% 32
2022
Q3 		$9.09M Sell
20,817
-241
-1% -$116K 1.69% 33
2022
Q2 		$9.88M Sell
21,058
-288
-1% -$140K 1.73% 30
2022
Q1 		$10.8M Buy
21,346
+10
+0% +$4.8K 1.59% 35
2021
Q4 		$11.3M Sell
21,336
-1,340
-6% -$643K 1.48% 36
2021
Q3 		$10.5M Sell
22,676
-621
-3% -$293K 1.48% 37
2021
Q2 		$11.1M Sell
23,297
-227
-1% -$109K 1.52% 37
2021
Q1 		$10.8M Sell
23,524
-101
-0.4% -$49.5K 1.57% 37
2020
Q4 		$12.6M Buy
23,625
+1
+0% +$491 1.9% 29
2020
Q3 		$11.3M Buy
+23,624
New +$11.6M 1.93% 29

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

North Point Portfolio Managers's CHE Position: Q1 2025 in Review

North Point Portfolio Managers sold out of Chemed (CHE) in Q1 2025, closing a stake of 16,272 shares — an estimated $8.62M sold.

North Point Portfolio Managers first reported a position in CHE in Q3 2020 and held it in 18 quarters. The position peaked at $12.6M in Q4 2020. 554 funds tracked by Wall St. Rank hold CHE as of Q1 2025.

  • North Point Portfolio Managers reported no remaining Chemed position as of Q1 2025 after selling out during the quarter.
  • North Point Portfolio Managers sold 16,272 Chemed shares in Q1 2025, an estimated $8.62M.
  • North Point Portfolio Managers first reported a position in Chemed in Q3 2020 and held it in 18 quarters.
  • North Point Portfolio Managers's Chemed position peaked at $12.6M in Q4 2020.
  • 554 funds tracked by Wall St. Rank held Chemed as of Q1 2025.

Based on North Point Portfolio Managers's 13F filing for Q1 2025, filed 22 Apr 2025.