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 Q3	$1.49M	Buy	+2,947	New	+$1.52M	0.03%	782
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

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Y-Intercept (HK)'s CHE Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Chemed (CHE) in Q3 2026: 2,947 shares worth $1.49M. The stake represents 0.03% of the portfolio and ranks #782 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in CHE as recently as Q1 2026.

Y-Intercept (HK) first reported a position in CHE in Q2 2021 and has held it in 11 quarters since. The position peaked at $4.79M in Q2 2025. 94 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

Y-Intercept (HK) held 2,947 shares of Chemed worth $1.49M as of Q3 2026.
Chemed was a new Y-Intercept (HK) position in Q3 2026.
Chemed made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #782 holding.
Y-Intercept (HK) first reported a position in Chemed in Q2 2021 and has held it in 11 quarters since.
Y-Intercept (HK)'s Chemed position peaked at $4.79M in Q2 2025.
94 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.