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William Allan Corp’s Chemed CHE Stock Holding History

William Allan Corp’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 		– Sell
-8,749
Closed -$3.74M – 60
2025
Q4 		$3.74M Sell
8,749
-96
-1% -$41.8K 2.12% 19
2025
Q3 		$3.96M Buy
8,845
+599
+7% +$271K 2.22% 19
2025
Q2 		$4.02M Sell
8,246
-105
-1% -$59.8K 2.34% 18
2025
Q1 		$5.14M Buy
8,351
+11
+0.1% +$6.25K 3.22% 12
2024
Q4 		$4.42M Buy
8,340
+989
+13% +$558K 2.72% 15
2024
Q3 		$4.42M Sell
7,351
-23
-0.3% -$13K 2.74% 14
2024
Q2 		$4M Sell
7,374
-120
-2% -$68.7K 2.68% 14
2024
Q1 		$4.81M Buy
7,494
+71
+1% +$43.1K 3.2% 11
2023
Q4 		$4.34M Sell
7,423
-85
-1% -$47.6K 3.11% 13
2023
Q3 		$3.9M Sell
7,508
-137
-2% -$71.2K 3.09% 12
2023
Q2 		$4.14M Sell
7,645
-51
-0.7% -$27.9K 3.17% 14
2023
Q1 		$4.14M Sell
7,696
-41
-0.5% -$20.9K 3.29% 11
2022
Q4 		$3.95M Sell
7,737
-230
-3% -$112K 3.32% 13
2022
Q3 		$3.48M Sell
7,967
-649
-8% -$312K 3.21% 13
2022
Q2 		$4.04M Hold
8,616
– – 3.6% 8
2022
Q1 		$4.37M Sell
8,616
-60
-0.7% -$28.8K 3.29% 12
2021
Q4 		$4.59M Buy
+8,676
New +$4.17M 3.26% 14

Other funds holding CHE

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $124B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

William Allan Corp's CHE Position: Q1 2026 in Review

William Allan Corp sold out of Chemed (CHE) in Q1 2026, closing a stake of 8,749 shares — an estimated $3.74M sold.

William Allan Corp first reported a position in CHE in Q4 2021 and held it in 17 quarters. The position peaked at $5.14M in Q1 2025. 489 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

  • William Allan Corp reported no remaining Chemed position as of Q1 2026 after selling out during the quarter.
  • William Allan Corp sold 8,749 Chemed shares in Q1 2026, an estimated $3.74M.
  • William Allan Corp first reported a position in Chemed in Q4 2021 and held it in 17 quarters.
  • William Allan Corp's Chemed position peaked at $5.14M in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on William Allan Corp's 13F filing for Q1 2026, filed 14 May 2026.