PIM
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Penobscot Investment Management’s Chemed CHE Stock Holding History

Penobscot Investment Management’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
Q3 		– Sell
-595
Closed -$290K – 318
2025
Q2 		$290K Sell
595
-40
-6% -$22.8K 0.02% 270
2025
Q1 		$391K Sell
635
-30
-5% -$17.1K 0.04% 228
2024
Q4 		$352K Sell
665
-50
-7% -$28.2K 0.03% 239
2024
Q3 		$430K Hold
715
– – 0.04% 228
2024
Q2 		$388K Sell
715
-430
-38% -$246K 0.04% 230
2024
Q1 		$735K Sell
1,145
-65
-5% -$39.5K 0.08% 174
2023
Q4 		$708K Sell
1,210
-820
-40% -$459K 0.08% 172
2023
Q3 		$1.05M Hold
2,030
– – 0.14% 125
2023
Q2 		$1.1M Sell
2,030
-146
-7% -$79.8K 0.18% 111
2023
Q1 		$1.17M Sell
2,176
-50
-2% -$25.5K 0.2% 106
2022
Q4 		$1.14M Sell
2,226
-20
-0.9% -$9.73K 0.2% 105
2022
Q3 		$980K Sell
2,246
-630
-22% -$303K 0.18% 108
2022
Q2 		$1.35M Sell
2,876
-310
-10% -$151K 0.23% 99
2022
Q1 		$1.61M Sell
3,186
-29
-0.9% -$13.9K 0.24% 97
2021
Q4 		$1.7M Sell
3,215
-600
-16% -$288K 0.23% 98
2021
Q3 		$1.77M Sell
3,815
-400
-9% -$189K 0.26% 93
2021
Q2 		$2M Buy
4,215
+470
+13% +$226K 0.3% 86
2021
Q1 		$1.72M Buy
3,745
+710
+23% +$348K 0.27% 89
2020
Q4 		$1.62M Buy
3,035
+1,235
+69% +$607K 0.27% 87
2020
Q3 		$865K Buy
1,800
+570
+46% +$280K 0.16% 116
2020
Q2 		$555K Buy
1,230
+25
+2% +$11.2K 0.11% 134
2020
Q1 		$522K Buy
1,205
+465
+63% +$208K 0.12% 128
2019
Q4 		$325K Buy
+740
New +$311K 0.06% 168

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Penobscot Investment Management's CHE Position: Q3 2025 in Review

Penobscot Investment Management sold out of Chemed (CHE) in Q3 2025, closing a stake of 595 shares — an estimated $290K sold.

Penobscot Investment Management first reported a position in CHE in Q4 2019 and held it in 23 quarters. The position peaked at $2M in Q2 2021. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • Penobscot Investment Management reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
  • Penobscot Investment Management sold 595 Chemed shares in Q3 2025, an estimated $290K.
  • Penobscot Investment Management first reported a position in Chemed in Q4 2019 and held it in 23 quarters.
  • Penobscot Investment Management's Chemed position peaked at $2M in Q2 2021.
  • 523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Penobscot Investment Management's 13F filing for Q3 2025, filed 21 Oct 2025.