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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

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Virtus Investment Advisers's CHE Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Chemed (CHE) in Q1 2025, closing a stake of 895 shares — an estimated $474K sold.

Virtus Investment Advisers first reported a position in CHE in Q3 2022 and held it in 10 quarters. The position peaked at $575K in Q1 2024. 554 funds tracked by Wall St. Rank hold CHE as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Chemed position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 895 Chemed shares in Q1 2025, an estimated $474K.
  • Virtus Investment Advisers first reported a position in Chemed in Q3 2022 and held it in 10 quarters.
  • Virtus Investment Advisers's Chemed position peaked at $575K in Q1 2024.
  • 554 funds tracked by Wall St. Rank held Chemed as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.