Koshinski Asset Management
CHEF icon

Koshinski Asset Management’s Chefs' Warehouse CHEF Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-250
Closed -$8.15K – 798
2022
Q1 		$8.15K Hold
250
– – ﹤0.01% 1665
2021
Q4 		$8.32K Hold
250
– – ﹤0.01% 1681
2021
Q3 		$8.14K Buy
+250
New +$7.33K ﹤0.01% 1713

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Koshinski Asset Management's CHEF Position: Q2 2022 in Review

Koshinski Asset Management sold out of Chefs' Warehouse (CHEF) in Q2 2022, closing a stake of 250 shares — an estimated $8.15K sold.

Koshinski Asset Management first reported a position in CHEF in Q3 2021 and held it in 3 quarters. The position peaked at $8.32K in Q4 2021. 191 funds tracked by Wall St. Rank hold CHEF as of Q2 2022.

  • Koshinski Asset Management reported no remaining Chefs' Warehouse position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 250 Chefs' Warehouse shares in Q2 2022, an estimated $8.15K.
  • Koshinski Asset Management first reported a position in Chefs' Warehouse in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Chefs' Warehouse position peaked at $8.32K in Q4 2021.
  • 191 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.