AG
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Aperio Group’s Chefs' Warehouse CHEF Stock Holding History

Aperio Group’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
2020
Q4 		$289K Buy
11,254
+359
+3% +$7.06K ﹤0.01% 2196
2020
Q3 		$158K Buy
10,895
+676
+7% +$9.62K ﹤0.01% 2264
2020
Q2 		$139K Buy
+10,219
New +$141K ﹤0.01% 2244
2019
Q3 		– Sell
-2,096
Closed -$74K – 2391
2019
Q2 		$74K Buy
+2,096
New +$69K ﹤0.01% 2464

Other funds holding CHEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CPM
Crescent Park Management East Palo Alto, California $29M AUM 1.79% 1-Year Est. Return

Aperio Group's CHEF Position: Q4 2020 in Review

Aperio Group increased its Chefs' Warehouse (CHEF) stake by 3.3% in Q4 2020, buying an estimated $7.06K and bringing the position to 11,254 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

Aperio Group first reported a position in CHEF in Q2 2019 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold CHEF as of Q4 2020.

  • Aperio Group held 11,254 shares of Chefs' Warehouse worth $289K as of Q4 2020.
  • Aperio Group bought 359 Chefs' Warehouse shares in Q4 2020, an estimated $7.06K.
  • Chefs' Warehouse made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2196 holding.
  • Aperio Group first reported a position in Chefs' Warehouse in Q2 2019 and has held it in 4 quarters since.
  • 158 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.