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Lindbrook Capital’s Chefs' Warehouse CHEF Stock Holding History

Lindbrook Capital’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
2025
Q1 		$4.36K Hold
80
– – ﹤0.01% 2010
2024
Q4 		$3.95K Sell
80
-9
-10% -$392 ﹤0.01% 2087
2024
Q3 		$3.74K Buy
89
+9
+11% +$363 ﹤0.01% 2131
2024
Q2 		$3.13K Buy
80
+19
+31% +$702 ﹤0.01% 2198
2024
Q1 		$2.3K Hold
61
– – ﹤0.01% 2191
2023
Q4 		$1.79K Buy
61
+32
+110% +$772 ﹤0.01% 2295
2023
Q3 		$614 Buy
+29
New +$887 ﹤0.01% 2493
2022
Q4 		– Sell
-13
Closed – – 2854
2022
Q3 		$0 Sell
13
-5
-28% -$175 ﹤0.01% 2648
2022
Q2 		$1K Buy
+18
New +$632 ﹤0.01% 2180

Other funds holding CHEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's CHEF Position: Q1 2025 in Review

Lindbrook Capital held its Chefs' Warehouse (CHEF) position steady in Q1 2025 at 80 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Lindbrook Capital first reported a position in CHEF in Q2 2022 and has held it in 9 quarters since. 221 funds tracked by Wall St. Rank hold CHEF as of Q1 2025.

  • Lindbrook Capital held 80 shares of Chefs' Warehouse worth $4.36K as of Q1 2025.
  • Lindbrook Capital left its Chefs' Warehouse share count unchanged in Q1 2025.
  • Chefs' Warehouse made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2010 holding.
  • Lindbrook Capital first reported a position in Chefs' Warehouse in Q2 2022 and has held it in 9 quarters since.
  • 221 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.