SFS
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Sowell Financial Services’s Chefs' Warehouse CHEF Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-20
Closed -$1K – 896
2021
Q1 		$1K Hold
20
– – ﹤0.01% 2910
2020
Q4 		$1K Buy
20
+7
+54% +$138 ﹤0.01% 2551
2020
Q3 		$0 Buy
+13
New +$185 ﹤0.01% 2539

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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Sowell Financial Services's CHEF Position: Q2 2021 in Review

Sowell Financial Services sold out of Chefs' Warehouse (CHEF) in Q2 2021, closing a stake of 20 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in CHEF in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 159 funds tracked by Wall St. Rank hold CHEF as of Q2 2021.

  • Sowell Financial Services reported no remaining Chefs' Warehouse position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 20 Chefs' Warehouse shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Chefs' Warehouse in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's Chefs' Warehouse position peaked at $1K in Q1 2021.
  • 159 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.