WT
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Whittier Trust’s Chemed CHE Stock Holding History

Whittier Trust’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$81.8K Sell
168
-157
-48% -$76.4K ﹤0.01% 843
2025
Q1 		$200K Hold
325
– – ﹤0.01% 656
2024
Q4 		$172K Sell
325
-7
-2% -$3.71K ﹤0.01% 690
2024
Q3 		$200K Buy
332
+7
+2% +$4.21K ﹤0.01% 679
2024
Q2 		$176K Hold
325
– – ﹤0.01% 668
2024
Q1 		$209K Hold
325
– – ﹤0.01% 640
2023
Q4 		$190K Sell
325
-8
-2% -$4.68K ﹤0.01% 651
2023
Q3 		$173K Buy
333
+8
+2% +$4.16K ﹤0.01% 653
2023
Q2 		$176K Hold
325
– – ﹤0.01% 655
2023
Q1 		$175K Hold
325
– – ﹤0.01% 685
2022
Q4 		$166K Hold
325
– – ﹤0.01% 691
2022
Q3 		$142K Sell
325
-7
-2% -$3.06K ﹤0.01% 717
2022
Q2 		$156K Buy
332
+7
+2% +$3.29K ﹤0.01% 697
2022
Q1 		$165K Hold
325
– – ﹤0.01% 708
2021
Q4 		$172K Hold
325
– – ﹤0.01% 699
2021
Q3 		$151K Hold
325
– – ﹤0.01% 695
2021
Q2 		$154K Hold
325
– – ﹤0.01% 708
2021
Q1 		$149K Sell
325
-325
-50% -$149K ﹤0.01% 694
2020
Q4 		$346K Buy
650
+325
+100% +$173K 0.01% 492
2020
Q3 		$156K Hold
325
– – ﹤0.01% 622
2020
Q2 		$147K Hold
325
– – ﹤0.01% 601
2020
Q1 		$141K Hold
325
– – ﹤0.01% 586
2019
Q4 		$143K Hold
325
– – ﹤0.01% 620
2019
Q3 		$136K Buy
325
+135
+71% +$56.5K ﹤0.01% 618
2019
Q2 		$69K Hold
190
– – ﹤0.01% 730
2019
Q1 		$61K Sell
190
-935
-83% -$300K ﹤0.01% 752
2018
Q4 		$319K Hold
1,125
– – 0.01% 431
2018
Q3 		$360K Hold
1,125
– – 0.01% 418
2018
Q2 		$362K Sell
1,125
-52
-4% -$16.7K 0.01% 410
2018
Q1 		$321K Hold
1,177
– – 0.01% 432
2017
Q4 		$286K Hold
1,177
– – 0.01% 444
2017
Q3 		$238K Hold
1,177
– – 0.01% 463
2017
Q2 		$241K Hold
1,177
– – 0.01% 440
2017
Q1 		$215K Buy
1,177
+52
+5% +$9.5K 0.01% 454
2016
Q4 		$180K Hold
1,125
– – 0.01% 482
2016
Q3 		$159K Hold
1,125
– – 0.01% 490
2016
Q2 		$153K Hold
1,125
– – 0.01% 497
2016
Q1 		$152K Hold
1,125
– – 0.01% 499
2015
Q4 		$169K Hold
1,125
– – 0.01% 489
2015
Q3 		$150K Hold
1,125
– – 0.01% 496
2015
Q2 		$147K Hold
1,125
– – 0.01% 525
2015
Q1 		$134K Buy
1,125
+18
+2% +$2.14K 0.01% 534
2014
Q4 		$117K Hold
1,107
– – 0.01% 525
2014
Q3 		$114K Hold
1,107
– – 0.01% 518
2014
Q2 		$104K Hold
1,107
– – 0.01% 535
2014
Q1 		$99K Hold
1,107
– – 0.01% 544
2013
Q4 		$85K Hold
1,107
– – ﹤0.01% 570
2013
Q3 		$79K Hold
1,107
– – ﹤0.01% 584
2013
Q2 		$80K Buy
+1,107
New +$80K ﹤0.01% 572