IA
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Inspire Advisors’s Chefs' Warehouse CHEF Stock Holding History

Inspire 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
2023
Q4 		– Sell
-13,648
Closed -$289K – 345
2023
Q3 		$289K Sell
13,648
-13,558
-50% -$415K 0.05% 214
2023
Q2 		$973K Buy
27,206
+3,716
+16% +$123K 0.19% 43
2023
Q1 		$800K Buy
+23,490
New +$826K 0.18% 42

Other funds holding CHEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Inspire Advisors's CHEF Position: Q4 2023 in Review

Inspire Advisors sold out of Chefs' Warehouse (CHEF) in Q4 2023, closing a stake of 13,648 shares — an estimated $289K sold.

Inspire Advisors first reported a position in CHEF in Q1 2023 and held it in 3 quarters. The position peaked at $973K in Q2 2023. 155 funds tracked by Wall St. Rank hold CHEF as of Q4 2023.

  • Inspire Advisors reported no remaining Chefs' Warehouse position as of Q4 2023 after selling out during the quarter.
  • Inspire Advisors sold 13,648 Chefs' Warehouse shares in Q4 2023, an estimated $289K.
  • Inspire Advisors first reported a position in Chefs' Warehouse in Q1 2023 and held it in 3 quarters.
  • Inspire Advisors's Chefs' Warehouse position peaked at $973K in Q2 2023.
  • 155 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2023.

Based on Inspire Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.