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Ray Dalio’s CHE Holdings & Trades

First Buy
Q3 2020
Duration Held
23 Quarters
Largest Add
Q2 2024
+21,620 Shares
Current Position
5,062 Shares
$1.91 M Value

Ray Dalio's CHE Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 5,062 shares of Chemed Corporation (CHE) worth $1.91 M, representing 0.01% of the portfolio. First purchased in 2020-Q3, this long-term strategic position has been held for 23 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in CHE, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 21,620 shares. Largest reduction occurred in Q4 2024, reducing 12,207 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's Chemed Corporation (CHE) Holding Value Over Time

Track share changes against reported price movement

Quarterly Chemed Corporation (CHE) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -6,217 Reduce 55.12% 5,062 $377.74
Q4 2025 +6,749 Add 148.98% 11,279 $427.86
Q3 2025 +1,690 Add 59.51% 4,530 $447.74
Q2 2025 -4,827 Reduce 62.96% 2,840 $486.93
Q1 2025 -682 Reduce 8.17% 7,667 $615.32
Q4 2024 -12,207 Reduce 59.38% 8,349 $529.80
Q3 2024 -8,266 Reduce 28.68% 20,556 $600.97
Q2 2024 +21,620 Add 300.19% 28,822 $542.58
Q1 2024 -7,400 Reduce 50.68% 7,202 $641.93
Q4 2023 -2,955 Reduce 16.83% 14,602 $584.75
Q3 2023 +1,496 Add 9.31% 17,557 $519.70
Q2 2023 -1,978 Reduce 10.97% 16,061 $541.67
Q1 2023 -4,943 Reduce 21.51% 18,039 $537.75
Q4 2022 -3,613 Reduce 13.59% 22,982 $510.43
Q3 2022 +5,007 Add 23.19% 26,595 $436.55
Q2 2022 -2,139 Reduce 9.02% 21,588 $469.38
Q1 2022 +5,886 Add 32.99% 23,727 $506.55
Q4 2021 +1,531 Add 9.39% 17,841 $529.06
Q3 2021 +452 Add 2.85% 16,310 $465.11
Q2 2021 +9,616 Add 154.05% 15,858 $474.52
Q1 2021 -2,894 Reduce 31.68% 6,242 $459.79
Q4 2020 +5,136 Add 128.40% 9,136 $532.62
Q3 2020 +4,000 New Buy 4,000 $480.25

Ray Dalio's Chemed Corporation Investment FAQs

Ray Dalio first purchased Chemed Corporation (CHE) in Q3 2020, acquiring 4,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held Chemed Corporation (CHE) for 23 quarters since Q3 2020.

Ray Dalio's largest addition to Chemed Corporation (CHE) was in Q2 2024, adding 28,822 shares worth $15.64 M.

According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 5,062 shares of Chemed Corporation (CHE), valued at approximately $1.91 M.

As of the Q1 2026 filing, Chemed Corporation (CHE) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in Chemed Corporation (CHE) was 28,822 shares, as reported at the end of Q2 2024.