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Hudson Valley Investment Advisors’s Chefs' Warehouse CHEF Stock Holding History

Hudson Valley 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
2019
Q3 		– Sell
-17,180
Closed -$603K – 166
2019
Q2 		$603K Hold
17,180
– – 0.14% 107
2019
Q1 		$533K Buy
+17,180
New +$563K 0.13% 103

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Dimensional Fund Advisors
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CCA
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hudson Valley Investment Advisors's CHEF Position: Q3 2019 in Review

Hudson Valley Investment Advisors sold out of Chefs' Warehouse (CHEF) in Q3 2019, closing a stake of 17,180 shares — an estimated $603K sold.

Hudson Valley Investment Advisors first reported a position in CHEF in Q1 2019 and held it in 2 quarters. The position peaked at $603K in Q2 2019. 157 funds tracked by Wall St. Rank hold CHEF as of Q3 2019.

  • Hudson Valley Investment Advisors reported no remaining Chefs' Warehouse position as of Q3 2019 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 17,180 Chefs' Warehouse shares in Q3 2019, an estimated $603K.
  • Hudson Valley Investment Advisors first reported a position in Chefs' Warehouse in Q1 2019 and held it in 2 quarters.
  • Hudson Valley Investment Advisors's Chefs' Warehouse position peaked at $603K in Q2 2019.
  • 157 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2019.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.