Portfolio Design Labs’s Chemed CHE Stock Holding History

Portfolio Design Labs’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	-612	Closed	-$324K	–	198
2024 Q4	$324K	Buy	+612	New	+$345K	0.07%	143

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Portfolio Design Labs's CHE Position: Q1 2025 in Review

Portfolio Design Labs sold out of Chemed (CHE) in Q1 2025, closing a stake of 612 shares — an estimated $324K sold.

Portfolio Design Labs first reported a position in CHE in Q4 2024 and held it in 1 quarter. The position peaked at $324K in Q4 2024. 553 funds tracked by Wall St. Rank hold CHE as of Q1 2025.

Portfolio Design Labs reported no remaining Chemed position as of Q1 2025 after selling out during the quarter.
Portfolio Design Labs sold 612 Chemed shares in Q1 2025, an estimated $324K.
Portfolio Design Labs first reported a position in Chemed in Q4 2024 and held it in 1 quarter.
Portfolio Design Labs's Chemed position peaked at $324K in Q4 2024.
553 funds tracked by Wall St. Rank held Chemed as of Q1 2025.

Based on Portfolio Design Labs's 13F filing for Q1 2025, filed 14 May 2025.