FGAM
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Financial Gravity Asset Management’s Chefs' Warehouse CHEF Stock Holding History

Financial Gravity Asset Management’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
2021
Q1 		– Sell
-1
Closed – – 782
2020
Q4 		$0 Buy
+1
New +$20 ﹤0.01% 507

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
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Financial Gravity Asset Management's CHEF Position: Q1 2021 in Review

Financial Gravity Asset Management sold out of Chefs' Warehouse (CHEF) in Q1 2021, closing a stake of 1 share.

Financial Gravity Asset Management first reported a position in CHEF in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 156 funds tracked by Wall St. Rank hold CHEF as of Q1 2021.

  • Financial Gravity Asset Management reported no remaining Chefs' Warehouse position as of Q1 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Chefs' Warehouse share in Q1 2021.
  • Financial Gravity Asset Management first reported a position in Chefs' Warehouse in Q4 2020 and held it in 1 quarter.
  • Financial Gravity Asset Management's Chefs' Warehouse position peaked at $0 in Q4 2020.
  • 156 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2021.

Based on Financial Gravity Asset Management's 13F filing for Q1 2021, filed 17 May 2021.