CI INVESTMENTS INC. CHE — CHEMED CORP NEW

Ownership history in CI INVESTMENTS INC.  ·  22 quarters on record

AI Ownership Summary

CI INVESTMENTS INC. reported CHEMED CORP NEW (CHE) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows CHE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CHE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CI INVESTMENTS INC.'s position in CHEMED CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CHE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CHE stock page CI INVESTMENTS INC. fund profile CI INVESTMENTS INC. full holdings
How CI INVESTMENTS INC. held CHE — position size vs. price
% of Fund (quarterly)    CHE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 21.6% -2.8% ✅ 409 -113 -21.6% 0.00% $183K 2025-11-12 $446.37
2025 Q2 REDUCED 5.8% -7.0% ✅ 522 -32 -5.8% 0.00% $254K 2025-08-12 $441.97
2025 Q1 REDUCED 17.3% -20.8% ✅ 554 -116 -17.3% 0.00% $341K 2025-05-13 $554.45
2024 Q4 ADDED — — — 670 +186 +38.4% 0.00% $355K 2025-02-12 $546.32
2024 Q3 REDUCED — — — 484 -5 -1.0% 0.00% $291K 2024-11-12 $561.76
2024 Q2 REDUCED — — — 489 -22 -4.3% 0.00% $265K 2024-08-12 $569.88
2024 Q1 REDUCED 18.1% -15.9% ✅ 511 -113 -18.1% 0.00% $328K 2024-05-13 $564.08
2023 Q4 ADDED — — — 624 +265 +73.8% 0.00% $365K 2024-02-12 $583.78
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CHE

As of 2026 Q1 — sorted by position size

Van Berkom & Associates Inc. 3Y 7Y 2.06% Strong Retirement Solutions LLC 1.99% Laurus Global Equity Management Inc. 3Y 1.27% Copeland Capital Management, LLC 3Y 7Y 1.24% CABOT WEALTH MANAGEMENT INC 3Y 7Y 1.16% Formidable Asset Management, LLC 3Y 7Y 0.94% Tailwinds Wealth, LLC 0.94% Eukles Asset Management 3Y 7Y 0.78% LECAP ASSET MANAGEMENT LTD 0.71% Abacus FCF Advisors LLC 3Y 7Y 0.69%

FAQ About CI INVESTMENTS INC. and CHE

These are the practical questions this page is built to answer before you even open the full history table.

How long has CI INVESTMENTS INC. reported owning CHE?

CI INVESTMENTS INC. reported CHE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CHE position in CI INVESTMENTS INC.'s portfolio?

The largest reported portfolio weight for CHE was 0.00% in 2023 Q4.

What is the latest reported CHE position on this page?

The most recent filing on this page is 2025 Q3, when CI INVESTMENTS INC. reported 409 shares, equal to 0.00% of portfolio, with an estimated market value of $183K.

What does the chart on this CHE ownership page compare?

The chart compares CI INVESTMENTS INC.'s quarterly CHE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CI INVESTMENTS INC. time their CHE position?

Based on 13F filing dates vs. subsequent CHE price moves, CI INVESTMENTS INC. correctly timed 12 out of 21 reported position changes (57%).

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