Sargent Bickham Lagudis’s Chefs' Warehouse CHEF Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$22.2K	Hold	666	–	–	﹤0.01%	584
2022 Q3	$19K	Sell	666 -134	-17%	-$4.68K	﹤0.01%	576
2022 Q2	$31K	Hold	800	–	–	﹤0.01%	510
2022 Q1	$26K	Hold	800	–	–	﹤0.01%	559
2021 Q4	$27K	Hold	800	–	–	﹤0.01%	555
2021 Q3	$26K	Hold	800	–	–	﹤0.01%	562
2021 Q2	$25K	Hold	800	–	–	﹤0.01%	572
2021 Q1	$24K	Hold	800	–	–	﹤0.01%	556
2020 Q4	$21K	Buy	+800	New	+$15.7K	﹤0.01%	553

Other funds holding CHEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sargent Bickham Lagudis's CHEF Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Chefs' Warehouse (CHEF) position steady in Q4 2022 at 666 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Sargent Bickham Lagudis first reported a position in CHEF in Q4 2020 and has held it in 9 quarters since. The position peaked at $31K in Q2 2022. 187 funds tracked by Wall St. Rank hold CHEF as of Q4 2022.

Sargent Bickham Lagudis held 666 shares of Chefs' Warehouse worth $22.2K as of Q4 2022.
Sargent Bickham Lagudis left its Chefs' Warehouse share count unchanged in Q4 2022.
Chefs' Warehouse made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #584 holding.
Sargent Bickham Lagudis first reported a position in Chefs' Warehouse in Q4 2020 and has held it in 9 quarters since.
Sargent Bickham Lagudis's Chefs' Warehouse position peaked at $31K in Q2 2022.
187 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.