New Age Alpha Advisors’s Chefs' Warehouse CHEF Stock Holding History

New Age Alpha 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
2025 Q1	–	Sell	-57,764	Closed	-$2.85M	–	925
2024 Q4	$2.85M	Buy	+57,764	New	+$2.52M	0.12%	257

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 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

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

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

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

New Age Alpha Advisors's CHEF Position: Q1 2025 in Review

New Age Alpha Advisors sold out of Chefs' Warehouse (CHEF) in Q1 2025, closing a stake of 57,764 shares — an estimated $2.85M sold.

New Age Alpha Advisors first reported a position in CHEF in Q4 2024 and held it in 1 quarter. The position peaked at $2.85M in Q4 2024. 221 funds tracked by Wall St. Rank hold CHEF as of Q1 2025.

New Age Alpha Advisors reported no remaining Chefs' Warehouse position as of Q1 2025 after selling out during the quarter.
New Age Alpha Advisors sold 57,764 Chefs' Warehouse shares in Q1 2025, an estimated $2.85M.
New Age Alpha Advisors first reported a position in Chefs' Warehouse in Q4 2024 and held it in 1 quarter.
New Age Alpha Advisors's Chefs' Warehouse position peaked at $2.85M in Q4 2024.
221 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2025.

Based on New Age Alpha Advisors's 13F filing for Q1 2025, filed 9 May 2025.