SVB Wealth’s Chemed CHE Stock Holding History

SVB Wealth’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	–	Sell	-49	Closed	-$30.2K	–	727
2025 Q1	$30.2K	Buy	+49	New	+$27.9K	﹤0.01%	661

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

SVB Wealth's CHE Position: Q2 2025 in Review

SVB Wealth sold out of Chemed (CHE) in Q2 2025, closing a stake of 49 shares — an estimated $30.2K sold.

SVB Wealth first reported a position in CHE in Q1 2025 and held it in 1 quarter. The position peaked at $30.2K in Q1 2025. 537 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

SVB Wealth reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 49 Chemed shares in Q2 2025, an estimated $30.2K.
SVB Wealth first reported a position in Chemed in Q1 2025 and held it in 1 quarter.
SVB Wealth's Chemed position peaked at $30.2K in Q1 2025.
537 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.