Ownership history in Avion Wealth Β· 8 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in CHEMED CORP NEW (CHE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Avion Wealth underperformed the S&P 500 by β37.2% annually on this CHE position. Average cost basis: $541.59. Maximum drawdown during holding period: β29.9%.
β Significantly underperformed the S&P 500 by 37.2% ann.
6 quarters analyzed
Best entry: $446.56 (2025 Q3) Β· Worst: $636.62 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 1 trim. Bought during 1 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size