Squar Milner Financial Services’s Chefs' Warehouse CHEF Stock Holding History

Squar Milner 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
2020 Q2	–	Sell	-2,411	Closed	-$24K	–	295
2020 Q1	$24K	Sell	2,411 -759	-24%	-$22.5K	0.01%	439
2019 Q4	$120K	Buy	+3,170	New	+$115K	0.06%	284
2019 Q3	–	Sell	-91	Closed	-$3K	–	302
2019 Q2	$3K	Sell	91 -145	-61%	-$4.78K	﹤0.01%	653
2019 Q1	$7K	Sell	236 -107	-31%	-$3.51K	0.01%	585
2018 Q4	$11K	Hold	343	–	–	0.01%	456
2018 Q3	$12K	Hold	343	–	–	0.01%	462
2018 Q2	$10K	Buy	+343	New	+$8.99K	0.01%	574

Other funds holding CHEF

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Squar Milner Financial Services's CHEF Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Chefs' Warehouse (CHEF) in Q2 2020, closing a stake of 2,411 shares — an estimated $24K sold.

Squar Milner Financial Services first reported a position in CHEF in Q2 2018 and held it in 7 quarters. The position peaked at $120K in Q4 2019. 140 funds tracked by Wall St. Rank hold CHEF as of Q2 2020.

Squar Milner Financial Services reported no remaining Chefs' Warehouse position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,411 Chefs' Warehouse shares in Q2 2020, an estimated $24K.
Squar Milner Financial Services first reported a position in Chefs' Warehouse in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Chefs' Warehouse position peaked at $120K in Q4 2019.
140 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.