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Venturi Wealth Management’s Chemed CHE Stock Holding History

Venturi Wealth 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
Q2 		– Sell
-479
Closed -$295K – 544
2025
Q1 		$295K Sell
479
-297
-38% -$169K 0.02% 444
2024
Q4 		$411K Buy
776
+351
+83% +$198K 0.02% 373
2024
Q3 		$255K Buy
425
+159
+60% +$90.1K 0.01% 419
2024
Q2 		$144K Buy
266
+223
+519% +$128K 0.01% 454
2024
Q1 		$27.6K Sell
43
-1
-2% -$608 ﹤0.01% 646
2023
Q4 		$25.7K Buy
44
+1
+2% +$560 ﹤0.01% 636
2023
Q3 		$22.3K Sell
43
-10
-19% -$5.2K ﹤0.01% 596
2023
Q2 		$28.7K Buy
53
+9
+20% +$4.92K ﹤0.01% 499
2023
Q1 		$23.7K Buy
+44
New +$22.4K ﹤0.01% 567
2021
Q2 		– Sell
-2,443
Closed -$1.12M – 319
2021
Q1 		$1.12M Sell
2,443
-86
-3% -$42.2K 0.11% 134
2020
Q4 		$1.35M Buy
2,529
+175
+7% +$86K 0.14% 109
2020
Q3 		$1.13M Buy
+2,354
New +$1.15M 0.13% 112

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Morgan Stanley
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William Blair Investment Management
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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Acadian Asset Management
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