Continuum Advisory’s Chefs' Warehouse CHEF Stock Holding History

Continuum Advisory’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
2025 Q1	–	Sell	-11	Closed	-$543	–	1716
2024 Q4	$543	Hold	11	–	–	﹤0.01%	1718
2024 Q3	$456	Buy	+11	New	+$444	﹤0.01%	1808

Other funds holding CHEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Continuum Advisory's CHEF Position: Q1 2025 in Review

Continuum Advisory sold out of Chefs' Warehouse (CHEF) in Q1 2025, closing a stake of 11 shares — an estimated $543 sold.

Continuum Advisory first reported a position in CHEF in Q3 2024 and held it in 2 quarters. The position peaked at $543 in Q4 2024. 221 funds tracked by Wall St. Rank hold CHEF as of Q1 2025.

Continuum Advisory reported no remaining Chefs' Warehouse position as of Q1 2025 after selling out during the quarter.
Continuum Advisory sold 11 Chefs' Warehouse shares in Q1 2025, an estimated $543.
Continuum Advisory first reported a position in Chefs' Warehouse in Q3 2024 and held it in 2 quarters.
Continuum Advisory's Chefs' Warehouse position peaked at $543 in Q4 2024.
221 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.