WC
CHE icon

Waterloo Capital’s Chemed CHE Stock Holding History

Waterloo Capital’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
2026
Q1 		$1.65M Buy
4,370
+941
+27% +$403K 0.12% 164
2025
Q4 		$1.47M Sell
3,429
-553
-14% -$241K 0.11% 167
2025
Q3 		$1.78M Buy
3,982
+289
+8% +$131K 0.13% 151
2025
Q2 		$1.8M Buy
3,693
+417
+13% +$238K 0.15% 140
2025
Q1 		$2.02M Buy
3,276
+500
+18% +$284K 0.19% 122
2024
Q4 		$1.47M Buy
2,776
+261
+10% +$147K 0.16% 140
2024
Q3 		$1.51M Buy
2,515
+151
+6% +$85.6K 0.17% 135
2024
Q2 		$1.28M Buy
2,364
+64
+3% +$36.7K 0.15% 131
2024
Q1 		$1.48M Buy
2,300
+48
+2% +$29.2K 0.19% 115
2023
Q4 		$1.32M Buy
2,252
+25
+1% +$14K 0.21% 109
2023
Q3 		$1.16M Buy
2,227
+341
+18% +$177K 0.34% 63
2023
Q2 		$1.02M Sell
1,886
-1
-0.1% -$547 0.3% 57
2023
Q1 		$1.01M Buy
+1,887
New +$962K 0.31% 57
2020
Q1 		$268K Buy
+618
New +$276K 0.19% 115

Other funds holding CHE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return