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Concurrent Investment Advisors, LLC → CHE
Concurrent Investment Advisors, LLC CHE Position History
Chemed Corporation • Healthcare
Quarters held
3
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $56K |
| Q4 2025 | $218K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 2.7K | — | — |
| Q4 2025 | $218K | 509 | — | — |
| Q4 2025 | $56K | 130 | — | — |
Other funds holding CHE
$994.9M
$768.7M
$641.1M
$583.8M
$539.5M
$487.7M
$443.2M
$439.7M