CHE — CHEMED CORP NEW

Ownership history in INCEPTIONR LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.49% (2022 Q4)
Avg. % of fund
0.26%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 865 -140 -13.9% 0.09% $387K $446.56
2025 Q2 REDUCED 1,005 -201 -16.7% 0.11% $489K $484.98
2023 Q3 REDUCED 1,206 -614 -33.7% 0.36% $627K $514.70
2022 Q4 INITIATED 1,820 — — 0.49% $929K —
% of Fund (quarterly)    CHE price (monthly, adj. close)

Other funds also holding CHE

As of 2025 Q4 — sorted by position size

DRH Investments, Inc. 3Y 7.51% BARINGTON COMPANIES MANAGEMENT, LLC 3Y 7Y 3.65% CLIFFORD CAPITAL PARTNERS LLC 3Y 7Y 3.38% LRT Capital Management, LLC 3Y 2.78% Van Berkom & Associates Inc. 3Y 7Y 2.16% William Allan Corp 3Y 2.12% Aristotle Capital Boston, LLC 3Y 7Y 1.42% QSV Equity Investors LLC 1.39% Copeland Capital Management, LLC 3Y 7Y 1.31% CABOT WEALTH MANAGEMENT INC 3Y 7Y 1.19%
← Back to INCEPTIONR LLC Holdings