WCF
CHE icon

West Coast Financial’s Chemed CHE Stock Holding History

West Coast Financial’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
-1,688
Closed -$1.04M – 22
2025
Q1 		$1.04M Sell
1,688
-295
-15% -$168K 0.12% 78
2024
Q4 		$1.05M Sell
1,983
-1,015
-34% -$572K 0.12% 77
2024
Q3 		$1.8M Sell
2,998
-703
-19% -$399K 0.2% 66
2024
Q2 		$2.01M Sell
3,701
-14,226
-79% -$8.15M 0.24% 61
2024
Q1 		$11.5M Sell
17,927
-14
-0.1% -$8.51K 1.4% 22
2023
Q4 		$10.5M Buy
17,941
+6,534
+57% +$3.66M 1.38% 24
2023
Q3 		$5.93M Buy
11,407
+178
+2% +$92.5K 0.88% 44
2023
Q2 		$6.08M Buy
+11,229
New +$6.14M 0.86% 46

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 $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

West Coast Financial's CHE Position: Q2 2025 in Review

West Coast Financial sold out of Chemed (CHE) in Q2 2025, closing a stake of 1,688 shares — an estimated $1.04M sold.

West Coast Financial first reported a position in CHE in Q2 2023 and held it in 8 quarters. The position peaked at $11.5M in Q1 2024. 538 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • West Coast Financial reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 1,688 Chemed shares in Q2 2025, an estimated $1.04M.
  • West Coast Financial first reported a position in Chemed in Q2 2023 and held it in 8 quarters.
  • West Coast Financial's Chemed position peaked at $11.5M in Q1 2024.
  • 538 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.