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Samalin Investment Counsel’s Chefs' Warehouse CHEF Stock Holding History

Samalin Investment Counsel’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
2020
Q1 		– Sell
-100
Closed -$3K – 200
2019
Q4 		$3K Buy
+100
New +$3.64K ﹤0.01% 489

Other funds holding CHEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Samalin Investment Counsel's CHEF Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Chefs' Warehouse (CHEF) in Q1 2020, closing a stake of 100 shares — an estimated $3K sold.

Samalin Investment Counsel first reported a position in CHEF in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 127 funds tracked by Wall St. Rank hold CHEF as of Q1 2020.

  • Samalin Investment Counsel reported no remaining Chefs' Warehouse position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 100 Chefs' Warehouse shares in Q1 2020, an estimated $3K.
  • Samalin Investment Counsel first reported a position in Chefs' Warehouse in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's Chefs' Warehouse position peaked at $3K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.