Red Tortoise LLC’s Chemed CHE Stock Holding History

Red Tortoise 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	$1.89K	Hold	5	–	–	﹤0.01%	549
2025 Q4	$2.14K	Hold	5	–	–	﹤0.01%	543
2025 Q3	$2.24K	Hold	5	–	–	﹤0.01%	521
2025 Q2	$2.44K	Hold	5	–	–	﹤0.01%	490
2025 Q1	$3.08K	Hold	5	–	–	﹤0.01%	427
2024 Q4	$2.65K	Hold	5	–	–	﹤0.01%	477
2024 Q3	$3K	Hold	5	–	–	﹤0.01%	448
2024 Q2	$2.71K	Hold	5	–	–	﹤0.01%	455
2024 Q1	$3.21K	Hold	5	–	–	﹤0.01%	424
2023 Q4	$2.92K	Hold	5	–	–	﹤0.01%	390
2023 Q3	$2.6K	Hold	5	–	–	﹤0.01%	388
2023 Q2	$2.71K	Hold	5	–	–	﹤0.01%	387
2023 Q1	$2.69K	Hold	5	–	–	﹤0.01%	384
2022 Q4	$2.55K	Buy	+5	New	+$2.43K	﹤0.01%	432
2021 Q4	–	Sell	-5	Closed	-$2K	–	147
2021 Q3	$2K	Buy	+5	New	+$2.36K	﹤0.01%	409

Other funds holding CHE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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