Mendota Financial Group’s Chefs' Warehouse CHEF Stock Holding History

Mendota Financial Group’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
2024 Q4	–	Sell	-3	Closed	-$127	–	527
2024 Q3	$127	Buy	+3	New	+$121	﹤0.01%	816

Other funds holding CHEF

BlackRock New York $5.72T AUM 30.48% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mendota Financial Group's CHEF Position: Q4 2024 in Review

Mendota Financial Group sold out of Chefs' Warehouse (CHEF) in Q4 2024, closing a stake of 3 shares — an estimated $127 sold.

Mendota Financial Group first reported a position in CHEF in Q3 2024 and held it in 1 quarter. The position peaked at $127 in Q3 2024. 185 funds tracked by Wall St. Rank hold CHEF as of Q4 2024.

Mendota Financial Group reported no remaining Chefs' Warehouse position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 3 Chefs' Warehouse shares in Q4 2024, an estimated $127.
Mendota Financial Group first reported a position in Chefs' Warehouse in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's Chefs' Warehouse position peaked at $127 in Q3 2024.
185 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.