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Diversified Trust Co

SEC CIK
0001479844
Latest filing
Jul 17, 2026

CHE holding history

Chemed Corp in every 13F filed by Diversified Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHE overviewAll 13F holders of CHEFull Q2 2026 holdings

Shares (Q2 2026)
1,741
Value
$810.9K
% of portfolio
<0.1%
Quarters held
4
Since Q1 2021
Holdings of CHE by Diversified Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,741$810.9K<0.1%+749+75.5%AddedHolders
Q1 2026992$374.7K<0.1%+992NewHolders
Q3 20210$00.0%−453−100.0%Sold outHolders
Q2 2021453$215.0K<0.1%−1−0.2%ReducedHolders
Q1 2021454$209.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.