SignatureFD’s Chefs' Warehouse CHEF Stock Holding History

SignatureFD’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
2026 Q1	$34K	Buy	572 +20	+4%	+$1.28K	﹤0.01%	1937
2025 Q4	$34.4K	Sell	552 -13	-2%	-$782	﹤0.01%	1864
2025 Q3	$33K	Buy	565 +19	+3%	+$1.21K	﹤0.01%	1868
2025 Q2	$34.8K	Hold	546	–	–	﹤0.01%	1781
2025 Q1	$29.7K	Hold	546	–	–	﹤0.01%	1854
2024 Q4	$26.9K	Hold	546	–	–	﹤0.01%	1909
2024 Q3	$22.9K	Hold	546	–	–	﹤0.01%	1973
2024 Q2	$21.4K	Hold	546	–	–	﹤0.01%	1938
2024 Q1	$20.6K	Hold	546	–	–	﹤0.01%	1983
2023 Q4	$16.1K	Buy	+546	New	+$13.2K	﹤0.01%	2033
2023 Q3	–	Sell	-53	Closed	-$1.9K	–	3211
2023 Q2	$1.9K	Buy	+53	New	+$1.76K	﹤0.01%	2821
2022 Q4	–	Sell	-51	Closed	-$1K	–	3307
2022 Q3	$1K	Buy	+51	New	+$1.78K	﹤0.01%	2927
2020 Q3	–	Sell	-100	Closed	-$1K	–	2623
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	2272
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	2077
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	1676
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	1642
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	1597
2019 Q1	$3K	Buy	+100	New	+$3.28K	﹤0.01%	1679

Other funds holding CHEF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return