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Waratah Capital Advisors’s Chemed CHE Stock Holding History

Waratah Capital Advisors’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
-3,122
Closed -$1.92M – 175
2025
Q1 		$1.92M Hold
3,122
– – 0.05% 126
2024
Q4 		$1.65M Buy
3,122
+11
+0.4% +$6.2K 0.06% 118
2024
Q3 		$1.87M Buy
3,111
+87
+3% +$49.3K 0.04% 104
2024
Q2 		$1.64M Sell
3,024
-111
-4% -$63.6K 0.06% 92
2024
Q1 		$2.01M Sell
3,135
-115
-4% -$69.9K 0.06% 106
2023
Q4 		$1.9M Sell
3,250
-5,431
-63% -$3.04M 0.04% 97
2023
Q3 		$4.51M Buy
8,681
+1,863
+27% +$969K 0.06% 88
2023
Q2 		$3.69M Buy
6,818
+1,745
+34% +$954K 0.07% 88
2023
Q1 		$2.73M Sell
5,073
-292
-5% -$149K 0.06% 108
2022
Q4 		$2.74M Sell
5,365
-2,363
-31% -$1.15M 0.04% 99
2022
Q3 		$3.37M Sell
7,728
-642
-8% -$309K 0.05% 108
2022
Q2 		$3.92M Buy
8,370
+970
+13% +$473K 0.09% 104
2022
Q1 		$3.75M Buy
7,400
+4,115
+125% +$1.97M 0.05% 114
2021
Q4 		$1.74M Sell
3,285
-18,725
-85% -$8.99M 0.03% 130
2021
Q3 		$10.2M Buy
22,010
+16,604
+307% +$7.83M 0.15% 78
2021
Q2 		$2.56M Sell
5,406
-9,598
-64% -$4.61M 0.04% 120
2021
Q1 		$6.9M Buy
+15,004
New +$7.36M 0.16% 69

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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Waratah Capital Advisors's CHE Position: Q2 2025 in Review

Waratah Capital Advisors sold out of Chemed (CHE) in Q2 2025, closing a stake of 3,122 shares — an estimated $1.92M sold.

Waratah Capital Advisors first reported a position in CHE in Q1 2021 and held it in 17 quarters. The position peaked at $10.2M in Q3 2021. 538 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • Waratah Capital Advisors reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • Waratah Capital Advisors sold 3,122 Chemed shares in Q2 2025, an estimated $1.92M.
  • Waratah Capital Advisors first reported a position in Chemed in Q1 2021 and held it in 17 quarters.
  • Waratah Capital Advisors's Chemed position peaked at $10.2M in Q3 2021.
  • 538 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Waratah Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.