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Monarch Partners Asset Management’s Chefs' Warehouse CHEF Stock Holding History

Monarch Partners 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
Q4 		$4.57M Sell
137,398
-50,736
-27% -$1.77M 1.35% 8
2022
Q3 		$5.45M Buy
188,134
+141,345
+302% +$4.94M 1.64% 3
2022
Q2 		$1.82M Buy
+46,789
New +$1.64M 0.51% 100

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Monarch Partners Asset Management's CHEF Position: Q4 2022 in Review

Monarch Partners Asset Management reduced its Chefs' Warehouse (CHEF) stake by 27% in Q4 2022, selling an estimated $1.77M and leaving 137,398 shares worth $4.57M. The position accounts for 1.35% of the portfolio, ranked #8.

Monarch Partners Asset Management first reported a position in CHEF in Q2 2022 and has held it in 3 quarters since. The position peaked at $5.45M in Q3 2022. 187 funds tracked by Wall St. Rank hold CHEF as of Q4 2022.

  • Monarch Partners Asset Management held 137,398 shares of Chefs' Warehouse worth $4.57M as of Q4 2022.
  • Monarch Partners Asset Management sold 50,736 Chefs' Warehouse shares in Q4 2022, an estimated $1.77M.
  • Chefs' Warehouse made up 1.35% of Monarch Partners Asset Management's portfolio in Q4 2022, its #8 holding.
  • Monarch Partners Asset Management first reported a position in Chefs' Warehouse in Q2 2022 and has held it in 3 quarters since.
  • Monarch Partners Asset Management's Chefs' Warehouse position peaked at $5.45M in Q3 2022.
  • 187 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.