Verus Capital Partners’s Chemed CHE Stock Holding History

Verus Capital Partners’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	-771	Closed	-$375K	–	420
2025 Q2	$375K	Sell	771 -106	-12%	-$60.4K	0.03%	257
2025 Q1	$540K	Buy	877 +15	+2%	+$8.53K	0.05%	193
2024 Q4	$457K	Buy	862 +4	+0.5%	+$2.25K	0.04%	211
2024 Q3	$516K	Sell	858 -80	-9%	-$45.4K	0.05%	191
2024 Q2	$509K	Sell	938 -185	-16%	-$106K	0.05%	189
2024 Q1	$721K	Buy	1,123 +16	+1%	+$9.72K	0.08%	148
2023 Q4	$647K	Buy	1,107 +8	+0.7%	+$4.48K	0.08%	142
2023 Q3	$571K	Buy	1,099 +50	+5%	+$26K	0.08%	143
2023 Q2	$568K	Sell	1,049 -28	-3%	-$15.3K	0.08%	145
2023 Q1	$579K	Buy	1,077 +100	+10%	+$51K	0.09%	142
2022 Q4	$499K	Buy	977 +25	+3%	+$12.2K	0.09%	146
2022 Q3	$416K	Buy	952 +50	+6%	+$24K	0.08%	166
2022 Q2	$421K	Sell	902 -40	-4%	-$19.5K	0.08%	174
2022 Q1	$473K	Buy	+942	New	+$452K	0.07%	193
2020 Q1	$224K	Buy	516 +59	+13%	+$26.3K	0.07%	174
2019 Q4	$201K	Buy	+457	New	+$192K	0.07%	237

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

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

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return