AG
CHEF icon

Algert Global’s Chefs' Warehouse CHEF Stock Holding History

Algert Global’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.74M Sell
46,037
-31,332
-40% -$2M 0.04% 623
2025
Q4 		$4.82M Sell
77,369
-58,850
-43% -$3.54M 0.08% 447
2025
Q3 		$7.95M Buy
136,219
+4,062
+3% +$259K 0.13% 252
2025
Q2 		$8.43M Buy
132,157
+30,560
+30% +$1.82M 0.18% 171
2025
Q1 		$5.53M Sell
101,597
-21,086
-17% -$1.18M 0.14% 236
2024
Q4 		$6.05M Buy
122,683
+38,541
+46% +$1.68M 0.14% 222
2024
Q3 		$3.54M Buy
84,142
+19,730
+31% +$796K 0.1% 368
2024
Q2 		$2.52M Buy
64,412
+17,396
+37% +$643K 0.08% 393
2024
Q1 		$1.77M Buy
47,016
+11,832
+34% +$405K 0.07% 451
2023
Q4 		$1.03M Buy
35,184
+1,800
+5% +$43.4K 0.04% 608
2023
Q3 		$707K Sell
33,384
-7,470
-18% -$228K 0.03% 644
2023
Q2 		$1.46M Hold
40,854
– – 0.06% 508
2023
Q1 		$1.39M Buy
40,854
+1,344
+3% +$47.2K 0.07% 489
2022
Q4 		$1.31M Sell
39,510
-9,310
-19% -$324K 0.07% 456
2022
Q3 		$1.41M Buy
48,820
+34,790
+248% +$1.22M 0.09% 404
2022
Q2 		$546K Sell
14,030
-17,970
-56% -$631K 0.04% 727
2022
Q1 		$1.04M Buy
32,000
+21,680
+210% +$681K 0.07% 505
2021
Q4 		$344K Buy
+10,320
New +$340K 0.04% 683
2020
Q3 		– Sell
-83,125
Closed -$1.13M – 413
2020
Q2 		$1.13M Buy
+83,125
New +$1.15M 0.38% 86

Other funds holding CHEF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return