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CHEF icon

NewEdge Advisors’s Chefs' Warehouse CHEF Stock Holding History

NewEdge 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
-100
Closed -$4.93K – 3989
2024
Q4 		$4.93K Hold
100
– – ﹤0.01% 3242
2024
Q3 		$4.2K Hold
100
– – ﹤0.01% 3207
2024
Q2 		$3.91K Hold
100
– – ﹤0.01% 3169
2024
Q1 		$3.77K Hold
100
– – ﹤0.01% 3239
2023
Q4 		$2.94K Hold
100
– – ﹤0.01% 3263
2023
Q3 		$2.12K Hold
100
– – ﹤0.01% 3032
2023
Q2 		$3.58K Hold
100
– – ﹤0.01% 2925
2023
Q1 		$3.4K Hold
100
– – ﹤0.01% 2893
2022
Q4 		$3 Buy
+100
New +$3.48K ﹤0.01% 3883

Other funds holding CHEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

NewEdge Advisors's CHEF Position: Q1 2025 in Review

NewEdge Advisors sold out of Chefs' Warehouse (CHEF) in Q1 2025, closing a stake of 100 shares — an estimated $4.93K sold.

NewEdge Advisors first reported a position in CHEF in Q4 2022 and held it in 9 quarters. The position peaked at $4.93K in Q4 2024. 221 funds tracked by Wall St. Rank hold CHEF as of Q1 2025.

  • NewEdge Advisors reported no remaining Chefs' Warehouse position as of Q1 2025 after selling out during the quarter.
  • NewEdge Advisors sold 100 Chefs' Warehouse shares in Q1 2025, an estimated $4.93K.
  • NewEdge Advisors first reported a position in Chefs' Warehouse in Q4 2022 and held it in 9 quarters.
  • NewEdge Advisors's Chefs' Warehouse position peaked at $4.93K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.