FourThought Financial’s Chefs' Warehouse CHEF Stock Holding History

FourThought Financial’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
2022 Q3	–	Sell	-113	Closed	-$4K	–	1503
2022 Q2	$4K	Hold	113	–	–	﹤0.01%	1186
2022 Q1	$4K	Hold	113	–	–	﹤0.01%	1222
2021 Q4	$4K	Hold	113	–	–	﹤0.01%	1247
2021 Q3	$3K	Hold	113	–	–	﹤0.01%	1295
2021 Q2	$3K	Sell	113 -29	-20%	-$927	﹤0.01%	1290
2021 Q1	$4K	Hold	142	–	–	﹤0.01%	1191
2020 Q4	$3K	Buy	+142	New	+$2.79K	﹤0.01%	1211

Other funds holding CHEF

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

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

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

FourThought Financial's CHEF Position: Q3 2022 in Review

FourThought Financial sold out of Chefs' Warehouse (CHEF) in Q3 2022, closing a stake of 113 shares — an estimated $4K sold.

FourThought Financial first reported a position in CHEF in Q4 2020 and held it in 7 quarters. The position peaked at $4K in Q2 2022. 166 funds tracked by Wall St. Rank hold CHEF as of Q3 2022.

FourThought Financial reported no remaining Chefs' Warehouse position as of Q3 2022 after selling out during the quarter.
FourThought Financial sold 113 Chefs' Warehouse shares in Q3 2022, an estimated $4K.
FourThought Financial first reported a position in Chefs' Warehouse in Q4 2020 and held it in 7 quarters.
FourThought Financial's Chefs' Warehouse position peaked at $4K in Q2 2022.
166 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.