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Oak Thistle LLC’s Chemed CHE Stock Holding History

Oak Thistle LLC’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 		$885K Buy
2,343
+509
+28% +$218K 0.09% 349
2025
Q4 		$785K Sell
1,834
-4,113
-69% -$1.79M 0.11% 367
2025
Q3 		$2.66M Buy
5,947
+3,055
+106% +$1.38M 0.41% 54
2025
Q2 		$1.41M Buy
+2,892
New +$1.65M 0.21% 187
2024
Q3 		– Sell
-931
Closed -$505K – 422
2024
Q2 		$505K Buy
+931
New +$533K 0.37% 106
2023
Q2 		– Sell
-1,348
Closed -$725K – 376
2023
Q1 		$725K Buy
1,348
+896
+198% +$457K 0.43% 53
2022
Q4 		$231K Sell
452
-226
-33% -$110K 0.5% 117
2022
Q3 		$296K Buy
678
+229
+51% +$110K 1.07% 25
2022
Q2 		$211K Buy
+449
New +$219K 0.41% 151
2022
Q1 		– Sell
-555
Closed -$294K – 397
2021
Q4 		$294K Buy
+555
New +$266K 0.23% 208

Other funds holding CHE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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