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Sonora Investment Management’s Chefs' Warehouse CHEF Stock Holding History

Sonora Investment Management’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
Q3 		$1K Hold
30
– – ﹤0.01% 1034
2021
Q2 		$1K Hold
30
– – ﹤0.01% 937
2021
Q1 		$1K Buy
+30
New +$891 ﹤0.01% 1693

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sonora Investment Management's CHEF Position: Q3 2021 in Review

Sonora Investment Management held its Chefs' Warehouse (CHEF) position steady in Q3 2021 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Sonora Investment Management first reported a position in CHEF in Q1 2021 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold CHEF as of Q3 2021.

  • Sonora Investment Management held 30 shares of Chefs' Warehouse worth $1K as of Q3 2021.
  • Sonora Investment Management left its Chefs' Warehouse share count unchanged in Q3 2021.
  • Chefs' Warehouse made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #1034 holding.
  • Sonora Investment Management first reported a position in Chefs' Warehouse in Q1 2021 and has held it in 3 quarters since.
  • 158 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.