Schwartz Value Focused Fund CHE Holdings History
Schwartz Value Focused Fund's Chemed Corp Holding Summary
As of 2025-03-31, SCHWARTZ INVESTMENT TRUST held 4,250.00 shares of Chemed Corp(CHE), totaling $2.62 Mil. This investment constitutes 3.54% of their stock portfolio, and SCHWARTZ INVESTMENT TRUST now holds 0.03% of the outstanding Chemed Corp(CHE) stock.
The initial trade took place in 2025Q1. And since then Schwartz Value Focused Fund has made 1 purchases of CHE, at an average price of $568.39, for a total of 4,250.00 shares. Based on historical transaction data and CHE's current price of $459.91, Schwartz Value Focused Fund's estimated gain on his CHE holdings is $-461,040.00, reflecting a -19.09% gain to date.
Schwartz Value Focused Fund CHE ($459.91) Holding Chart
Schwartz Value Focused Fund CHE ($459.91) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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