Dana Investment Advisors’s Chefs' Warehouse CHEF Stock Holding History

Dana Investment Advisors’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 Q1	–	Sell	-41,740	Closed	-$1.59M	–	279
2019 Q4	$1.59M	Sell	41,740 -3,679	-8%	-$134K	0.08%	166
2019 Q3	$1.83M	Sell	45,419 -3,524	-7%	-$132K	0.09%	142
2019 Q2	$1.72M	Sell	48,943 -1,703	-3%	-$56.1K	0.08%	166
2019 Q1	$1.57M	Sell	50,646 -5,299	-9%	-$174K	0.07%	189
2018 Q4	$1.79M	Sell	55,945 -17,164	-23%	-$596K	0.09%	158
2018 Q3	$2.66M	Buy	73,109 +469	+0.6%	+$14.5K	0.11%	143
2018 Q2	$2.07M	Sell	72,640 -8,907	-11%	-$233K	0.09%	182
2018 Q1	$1.88M	Buy	+81,547	New	+$1.76M	0.08%	186

Other funds holding CHEF

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

LPAM

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Dana Investment Advisors's CHEF Position: Q1 2020 in Review

Dana Investment Advisors sold out of Chefs' Warehouse (CHEF) in Q1 2020, closing a stake of 41,740 shares — an estimated $1.59M sold.

Dana Investment Advisors first reported a position in CHEF in Q1 2018 and held it in 8 quarters. The position peaked at $2.66M in Q3 2018. 127 funds tracked by Wall St. Rank hold CHEF as of Q1 2020.

Dana Investment Advisors reported no remaining Chefs' Warehouse position as of Q1 2020 after selling out during the quarter.
Dana Investment Advisors sold 41,740 Chefs' Warehouse shares in Q1 2020, an estimated $1.59M.
Dana Investment Advisors first reported a position in Chefs' Warehouse in Q1 2018 and held it in 8 quarters.
Dana Investment Advisors's Chefs' Warehouse position peaked at $2.66M in Q3 2018.
127 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2020.

Based on Dana Investment Advisors's 13F filing for Q1 2020, filed 13 May 2020.