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Reilly Financial Advisors’s Chefs' Warehouse CHEF Stock Holding History

Reilly Financial 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
2021
Q4 		$4K Buy
+125
New +$4.12K ﹤0.01% 873

Other funds holding CHEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Reilly Financial Advisors's CHEF Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Chefs' Warehouse (CHEF) in Q4 2021: 125 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #873 among its holdings.

161 funds tracked by Wall St. Rank hold CHEF as of Q4 2021.

  • Reilly Financial Advisors held 125 shares of Chefs' Warehouse worth $4K as of Q4 2021.
  • Chefs' Warehouse was a new Reilly Financial Advisors position in Q4 2021.
  • Chefs' Warehouse made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #873 holding.
  • 161 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.