Summit Trail Advisors’s Chemed CHE Stock Holding History

Summit Trail 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 Q2	$430K	Buy
2025 Q1	$302K	Buy
2018 Q4	–	Sell
2018 Q3	$156K	Buy
2018 Q2	$138K	Buy
2018 Q1	–	Sell
2017 Q4	$145K	Buy