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ORG Partners’s Chemed CHE Stock Holding History

ORG Partners’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
-469
Closed -$249K – 1432
2024
Q4 		$249K Sell
469
-15
-3% -$8.46K 0.03% 285
2024
Q3 		$291K Buy
484
+55
+13% +$31.2K 0.05% 235
2024
Q2 		$231K Buy
429
+417
+3,475% +$239K 0.03% 393
2024
Q1 		$7.69K Sell
12
-316
-96% -$192K 0.01% 306
2023
Q4 		$192K Buy
328
+86
+36% +$48.1K 0.03% 296
2023
Q3 		$126K Buy
+242
New +$126K 0.04% 363

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 $3.38T AUM 44.17% 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

ORG Partners's CHE Position: Q1 2025 in Review

ORG Partners sold out of Chemed (CHE) in Q1 2025, closing a stake of 469 shares — an estimated $249K sold.

ORG Partners first reported a position in CHE in Q3 2023 and held it in 6 quarters. The position peaked at $291K in Q3 2024. 554 funds tracked by Wall St. Rank hold CHE as of Q1 2025.

  • ORG Partners reported no remaining Chemed position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 469 Chemed shares in Q1 2025, an estimated $249K.
  • ORG Partners first reported a position in Chemed in Q3 2023 and held it in 6 quarters.
  • ORG Partners's Chemed position peaked at $291K in Q3 2024.
  • 554 funds tracked by Wall St. Rank held Chemed as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.