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TFC Financial Management’s Chemed CHE Stock Holding History

TFC Financial 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 		– Sell
-1
Closed -$487 – 1009
2025
Q2 		$487 Hold
1
– – ﹤0.01% 686
2025
Q1 		$616 Hold
1
– – ﹤0.01% 613
2024
Q4 		$530 Hold
1
– – ﹤0.01% 646
2024
Q3 		$601 Buy
+1
New +$567 ﹤0.01% 639

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

TFC Financial Management's CHE Position: Q3 2025 in Review

TFC Financial Management sold out of Chemed (CHE) in Q3 2025, closing a stake of 1 share — an estimated $487 sold.

TFC Financial Management first reported a position in CHE in Q3 2024 and held it in 4 quarters. The position peaked at $616 in Q1 2025. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • TFC Financial Management reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Chemed share in Q3 2025, an estimated $487.
  • TFC Financial Management first reported a position in Chemed in Q3 2024 and held it in 4 quarters.
  • TFC Financial Management's Chemed position peaked at $616 in Q1 2025.
  • 523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on TFC Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.