VIA
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Virtus Investment Advisers’s Chemed CHE Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-895
Closed -$474K – 514
2024
Q4 		$474K Hold
895
– – 0.37% 91
2024
Q3 		$538K Hold
895
– – 0.42% 70
2024
Q2 		$486K Hold
895
– – 0.41% 75
2024
Q1 		$575K Hold
895
– – 0.41% 69
2023
Q4 		$523K Hold
895
– – 0.39% 75
2023
Q3 		$465K Hold
895
– – 0.32% 83
2023
Q2 		$485K Hold
895
– – 0.33% 94
2023
Q1 		$481K Sell
895
-30
-3% -$15.3K 0.34% 94
2022
Q4 		$472K Hold
925
– – 0.31% 97
2022
Q3 		$404K Buy
+925
New +$445K 0.19% 114

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State Street
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William Blair Investment Management
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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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return