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Sequoia Financial Advisors’s Chemed CHE Stock Holding History

Sequoia Financial 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
2026
Q1 		– Sell
-1,088
Closed -$466K – 1958
2025
Q4 		$466K Buy
1,088
+146
+15% +$63.6K ﹤0.01% 1318
2025
Q3 		$422K Buy
942
+239
+34% +$108K ﹤0.01% 1212
2025
Q2 		$342K Buy
+703
New +$401K ﹤0.01% 1192
2023
Q3 		– Sell
-627
Closed -$340K – 973
2023
Q2 		$340K Buy
+627
New +$343K 0.01% 655
2015
Q1 		– Sell
-1,947
Closed -$206K – 182
2014
Q4 		$206K Hold
1,947
– – 0.14% 149
2014
Q3 		$200K Sell
1,947
-830
-30% -$84.1K 0.14% 157
2014
Q2 		$260K Buy
2,777
+130
+5% +$11.5K 0.2% 121
2014
Q1 		$237K Buy
+2,647
New +$216K 0.2% 132

Other funds holding CHE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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