STA
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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
2026
Q1 		$1.83M Buy
4,834
+1,172
+32% +$502K 0.03% 597
2025
Q4 		$1.57M Buy
3,662
+536
+17% +$233K 0.03% 559
2025
Q3 		$1.4M Buy
3,126
+2,243
+254% +$1.02M 0.02% 638
2025
Q2 		$430K Buy
883
+392
+80% +$223K 0.01% 787
2025
Q1 		$302K Buy
+491
New +$279K 0.01% 326
2018
Q4 		– Sell
-487
Closed -$156K – 140
2018
Q3 		$156K Buy
487
+58
+14% +$18.5K 0.03% 208
2018
Q2 		$138K Buy
+429
New +$134K 0.05% 170
2018
Q1 		– Sell
-550
Closed -$145K – 651
2017
Q4 		$145K Buy
+550
New +$125K 0.02% 521

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