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Schechter Investment Advisors’s Chemed CHE Stock Holding History

Schechter Investment Advisors’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 		$657K Sell
1,067
-11
-1% -$6.25K 0.05% 309
2024
Q4 		$571K Buy
1,078
+6
+0.6% +$3.38K 0.04% 361
2024
Q3 		$644K Hold
1,072
– – 0.05% 346
2024
Q2 		$582K Sell
1,072
-20
-2% -$11.5K 0.04% 341
2024
Q1 		$701K Buy
+1,092
New +$663K 0.05% 317

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schechter Investment Advisors's CHE Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Chemed (CHE) stake by 1% in Q1 2025, selling an estimated $6.25K and leaving 1,067 shares worth $657K. The position accounts for 0.05% of the portfolio, ranked #309.

Schechter Investment Advisors first reported a position in CHE in Q1 2024 and has held it in 5 quarters since. The position peaked at $701K in Q1 2024. 553 funds tracked by Wall St. Rank hold CHE as of Q1 2025.

  • Schechter Investment Advisors held 1,067 shares of Chemed worth $657K as of Q1 2025.
  • Schechter Investment Advisors sold 11 Chemed shares in Q1 2025, an estimated $6.25K.
  • Chemed made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #309 holding.
  • Schechter Investment Advisors first reported a position in Chemed in Q1 2024 and has held it in 5 quarters since.
  • Schechter Investment Advisors's Chemed position peaked at $701K in Q1 2024.
  • 553 funds tracked by Wall St. Rank held Chemed as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.