HGWM
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Harvest Group Wealth Management’s Chefs' Warehouse CHEF Stock Holding History

Harvest Group Wealth 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
-18
Closed – – 149
2020
Q4 		$0 Hold
18
– – ﹤0.01% 668
2020
Q3 		$0 Hold
18
– – ﹤0.01% 614
2020
Q2 		$0 Buy
+18
New +$249 ﹤0.01% 530

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

Harvest Group Wealth Management's CHEF Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Chefs' Warehouse (CHEF) in Q1 2021, closing a stake of 18 shares.

Harvest Group Wealth Management first reported a position in CHEF in Q2 2020 and held it in 3 quarters. The position peaked at $0 in Q4 2020. 156 funds tracked by Wall St. Rank hold CHEF as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Chefs' Warehouse position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 18 Chefs' Warehouse shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Chefs' Warehouse in Q2 2020 and held it in 3 quarters.
  • Harvest Group Wealth 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 Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.