LGT Financial Advisors’s Chefs' Warehouse CHEF Stock Holding History

LGT Financial 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	-99	Closed	-$2.1K	–	868
2023 Q3	$2.1K	Buy	+99	New	+$3.03K	﹤0.01%	834

Other funds holding CHEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LGT Financial Advisors's CHEF Position: Q4 2023 in Review

LGT Financial Advisors sold out of Chefs' Warehouse (CHEF) in Q4 2023, closing a stake of 99 shares — an estimated $2.1K sold.

LGT Financial Advisors first reported a position in CHEF in Q3 2023 and held it in 1 quarter. The position peaked at $2.1K in Q3 2023. 155 funds tracked by Wall St. Rank hold CHEF as of Q4 2023.

LGT Financial Advisors reported no remaining Chefs' Warehouse position as of Q4 2023 after selling out during the quarter.
LGT Financial Advisors sold 99 Chefs' Warehouse shares in Q4 2023, an estimated $2.1K.
LGT Financial Advisors first reported a position in Chefs' Warehouse in Q3 2023 and held it in 1 quarter.
LGT Financial Advisors's Chefs' Warehouse position peaked at $2.1K in Q3 2023.
155 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2023.

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