SAM
CHE icon

Shell Asset Management’s Chemed CHE Stock Holding History

Shell Asset 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 		$40K Sell
89
-153
-63% -$69.3K ﹤0.01% 928
2025
Q2 		$118K Sell
242
-26
-10% -$14.8K ﹤0.01% 955
2025
Q1 		$165K Sell
268
-11
-4% -$6.25K 0.01% 859
2024
Q4 		$148K Hold
279
– – 0.01% 938
2024
Q3 		$168K Buy
+279
New +$158K 0.01% 901
2024
Q1 		$161K Sell
296
-24
-8% -$14.6K 0.01% 893
2023
Q4 		$187K Sell
320
-705
-69% -$395K 0.01% 882
2023
Q3 		$533K Sell
1,025
-17
-2% -$8.84K 0.02% 539
2023
Q2 		$564K Sell
1,042
-560
-35% -$306K 0.02% 528
2023
Q1 		$861K Sell
1,602
-4
-0.2% -$2.04K 0.04% 396
2022
Q4 		$820K Sell
1,606
-341
-18% -$166K 0.04% 397
2022
Q3 		$850K Sell
1,947
-510
-21% -$245K 0.03% 400
2022
Q2 		$1.15M Sell
2,457
-277
-10% -$135K 0.03% 397
2022
Q1 		$1.39M Sell
2,734
-429
-14% -$206K 0.03% 405
2021
Q4 		$1.67M Buy
3,163
+31
+1% +$14.9K 0.03% 398
2021
Q3 		$1.46M Sell
3,132
-110
-3% -$51.9K 0.03% 393
2021
Q2 		$1.54M Buy
3,242
+190
+6% +$91.2K 0.03% 423
2021
Q1 		$1.4M Sell
3,052
-10
-0.3% -$4.9K 0.03% 433
2020
Q4 		$1.63M Hold
3,062
– – 0.03% 417
2020
Q3 		$1.47M Hold
3,062
– – 0.03% 387
2020
Q2 		$1.38M Sell
3,062
-1,524
-33% -$680K 0.03% 375
2020
Q1 		$1.99M Sell
4,586
-71
-2% -$31.7K 0.06% 303
2019
Q4 		$2.05M Sell
4,657
-131
-3% -$55.1K 0.04% 361
2019
Q3 		$2M Sell
4,788
-43
-0.9% -$17.6K 0.05% 343
2019
Q2 		$1.74M Sell
4,831
-1,814
-27% -$606K 0.04% 389
2019
Q1 		$2.13M Hold
6,645
– – 0.05% 344
2018
Q4 		$1.88M Sell
6,645
-600
-8% -$181K 0.05% 344
2018
Q3 		$2.31M Sell
7,245
-413
-5% -$132K 0.05% 359
2018
Q2 		$2.46M Sell
7,658
-410
-5% -$128K 0.05% 361
2018
Q1 		$2.2M Sell
8,068
-2,247
-22% -$595K 0.04% 375
2017
Q4 		$2.51M Hold
10,315
– – 0.05% 360
2017
Q3 		$2.08M Sell
10,315
-300
-3% -$59K 0.05% 366
2017
Q2 		$2.17M Hold
10,615
– – 0.05% 367
2017
Q1 		$1.94M Sell
10,615
-5,058
-32% -$882K 0.04% 381
2016
Q4 		$2.51M Sell
15,673
-3,579
-19% -$526K 0.06% 336
2016
Q3 		$2.72M Sell
19,252
-5,110
-21% -$711K 0.06% 334
2016
Q2 		$3.32M Sell
24,362
-1,385
-5% -$184K 0.08% 271
2016
Q1 		$3.49M Sell
25,747
-1,540
-6% -$208K 0.08% 238
2015
Q4 		$4.09M Sell
27,287
-1,707
-6% -$252K 0.1% 209
2015
Q3 		$2.98M Buy
28,994
+1,353
+5% +$189K 0.05% 340
2015
Q2 		$3.62M Sell
27,641
-1,268
-4% -$157K 0.07% 276
2015
Q1 		$3.45M Sell
28,909
-85
-0.3% -$9.44K 0.06% 299
2014
Q4 		$3.06M Hold
28,994
– – 0.05% 346
2014
Q3 		$2.98M Buy
28,994
+2,707
+10% +$274K 0.05% 352
2014
Q2 		$2.46M Sell
26,287
-305
-1% -$27K 0.04% 399
2014
Q1 		$2.38M Buy
+26,592
New +$2.17M 0.04% 423

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

Shell Asset Management's CHE Position: Q3 2025 in Review

Shell Asset Management reduced its Chemed (CHE) stake by 63% in Q3 2025, selling an estimated $69.3K and leaving 89 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Shell Asset Management first reported a position in CHE in Q1 2014 and has held it in 46 quarters since. The position peaked at $4.09M in Q4 2015. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • Shell Asset Management held 89 shares of Chemed worth $40K as of Q3 2025.
  • Shell Asset Management sold 153 Chemed shares in Q3 2025, an estimated $69.3K.
  • Chemed made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #928 holding.
  • Shell Asset Management first reported a position in Chemed in Q1 2014 and has held it in 46 quarters since.
  • Shell Asset Management's Chemed position peaked at $4.09M in Q4 2015.
  • 523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.