HighTower Advisors
CHEF icon

HighTower Advisors’s Chefs' Warehouse CHEF Stock Holding History

HighTower 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
2026
Q1 		$628K Buy
10,567
+1,031
+11% +$66K ﹤0.01% 2533
2025
Q4 		$594K Buy
9,536
+161
+2% +$9.68K ﹤0.01% 2488
2025
Q3 		$547K Buy
9,375
+2,636
+39% +$168K ﹤0.01% 2549
2025
Q2 		$430K Buy
6,739
+248
+4% +$14.7K ﹤0.01% 2657
2025
Q1 		$354K Buy
6,491
+59
+0.9% +$3.29K ﹤0.01% 2733
2024
Q4 		$317K Buy
6,432
+39
+0.6% +$1.7K ﹤0.01% 2852
2024
Q3 		$268K Sell
6,393
-93
-1% -$3.75K ﹤0.01% 2895
2024
Q2 		$254K Sell
6,486
-13
-0.2% -$480 ﹤0.01% 2847
2024
Q1 		$245K Buy
+6,499
New +$223K ﹤0.01% 2836
2021
Q3 		– Sell
-14,103
Closed -$450K – 3217
2021
Q2 		$450K Buy
14,103
+106
+0.8% +$3.39K ﹤0.01% 2114
2021
Q1 		$422K Buy
13,997
+2,211
+19% +$65.7K ﹤0.01% 2086
2020
Q4 		$303K Sell
11,786
-20
-0.2% -$393 ﹤0.01% 1921
2020
Q3 		$173K Buy
11,806
+1,354
+13% +$19.3K ﹤0.01% 2134
2020
Q2 		$144K Buy
+10,452
New +$144K ﹤0.01% 2063
2020
Q1 		– Sell
-5,687
Closed -$217K – 2248
2019
Q4 		$217K Sell
5,687
-387
-6% -$14.1K ﹤0.01% 1923
2019
Q3 		$245K Buy
+6,074
New +$228K ﹤0.01% 1927
2018
Q2 		– Sell
-17,643
Closed -$404K – 2257
2018
Q1 		$404K Buy
+17,643
New +$380K ﹤0.01% 1529

Other funds holding CHEF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return