NewSquare Capital’s Chefs' Warehouse CHEF Stock Holding History

NewSquare 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
2024 Q1	–	Sell	-100	Closed	-$2.94K	–	454
2023 Q4	$2.94K	Buy	+100	New	+$2.41K	﹤0.01%	364

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

LPAM

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 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

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

NewSquare Capital's CHEF Position: Q1 2024 in Review

NewSquare Capital sold out of Chefs' Warehouse (CHEF) in Q1 2024, closing a stake of 100 shares — an estimated $2.94K sold.

NewSquare Capital first reported a position in CHEF in Q4 2023 and held it in 1 quarter. The position peaked at $2.94K in Q4 2023. 170 funds tracked by Wall St. Rank hold CHEF as of Q1 2024.

NewSquare Capital reported no remaining Chefs' Warehouse position as of Q1 2024 after selling out during the quarter.
NewSquare Capital sold 100 Chefs' Warehouse shares in Q1 2024, an estimated $2.94K.
NewSquare Capital first reported a position in Chefs' Warehouse in Q4 2023 and held it in 1 quarter.
NewSquare Capital's Chefs' Warehouse position peaked at $2.94K in Q4 2023.
170 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2024.

Based on NewSquare Capital's 13F filing for Q1 2024, filed 8 May 2024.