Y-Intercept (HK)’s Chemed CHE Stock Holding History

Y-Intercept (HK)’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 Q2	–	Sell	-6,966	Closed	-$2.63M	–	1761
2026 Q1	$2.63M	Buy	6,966 +1,540	+28%	+$660K	0.05%	590
2025 Q4	$2.32M	Sell	5,426 -2,037	-27%	-$887K	0.05%	554
2025 Q3	$3.34M	Sell	7,463 -2,374	-24%	-$1.08M	0.08%	358
2025 Q2	$4.79M	Buy	+9,837	New	+$5.61M	0.12%	235
2025 Q1	–	Sell	-1,577	Closed	-$835K	–	1244
2024 Q4	$835K	Buy	+1,577	New	+$889K	0.06%	501
2024 Q3	–	Sell	-2,812	Closed	-$1.53M	–	1358
2024 Q2	$1.53M	Buy	2,812 +2,364	+528%	+$1.35M	0.08%	333
2024 Q1	$288K	Buy	+448	New	+$272K	0.02%	971
2023 Q1	–	Sell	-471	Closed	-$240K	–	1211
2022 Q4	$240K	Buy	+471	New	+$229K	0.04%	752
2022 Q3	–	Sell	-707	Closed	-$332K	–	994
2022 Q2	$332K	Buy	+707	New	+$345K	0.04%	553
2021 Q3	–	Sell	-893	Closed	-$424K	–	672
2021 Q2	$424K	Buy	+893	New	+$429K	0.11%	304

Other funds holding CHE

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return