SAI
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Systematic Alpha Investments’s Chemed CHE Stock Holding History

Systematic Alpha Investments’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 		– Sell
-1,100
Closed -$536K – 228
2025
Q2 		$536K Hold
1,100
– – 0.02% 147
2025
Q1 		$677K Hold
1,100
– – 0.03% 125
2024
Q4 		$583K Hold
1,100
– – 0.02% 140
2024
Q3 		$661K Hold
1,100
– – 0.02% 131
2024
Q2 		$597K Hold
1,100
– – 0.02% 135
2024
Q1 		$706K Hold
1,100
– – 0.03% 130
2023
Q4 		$643K Hold
1,100
– – 0.03% 123
2023
Q3 		$572K Hold
1,100
– – 0.03% 129
2023
Q2 		$596K Hold
1,100
– – 0.03% 127
2023
Q1 		$592K Hold
1,100
– – 0.03% 130
2022
Q4 		$561K Hold
1,100
– – 0.03% 136
2022
Q3 		$480K Buy
+1,100
New +$529K 0.03% 137

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

Systematic Alpha Investments's CHE Position: Q3 2025 in Review

Systematic Alpha Investments sold out of Chemed (CHE) in Q3 2025, closing a stake of 1,100 shares — an estimated $536K sold.

Systematic Alpha Investments first reported a position in CHE in Q3 2022 and held it in 12 quarters. The position peaked at $706K in Q1 2024. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • Systematic Alpha Investments reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
  • Systematic Alpha Investments sold 1,100 Chemed shares in Q3 2025, an estimated $536K.
  • Systematic Alpha Investments first reported a position in Chemed in Q3 2022 and held it in 12 quarters.
  • Systematic Alpha Investments's Chemed position peaked at $706K in Q1 2024.
  • 523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Systematic Alpha Investments's 13F filing for Q3 2025, filed 12 Nov 2025.