Truist Financial
CHEF icon

Truist Financial’s Chefs' Warehouse CHEF Stock Holding History

Truist Financial’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
Q1 		– Sell
-7,389
Closed -$281K – 2397
2019
Q4 		$281K Buy
7,389
+2,344
+46% +$85.2K ﹤0.01% 2189
2019
Q3 		$203K Buy
+5,045
New +$189K ﹤0.01% 755
2018
Q4 		– Sell
-6,440
Closed -$234K – 763
2018
Q3 		$234K Buy
+6,440
New +$199K ﹤0.01% 722

Other funds holding CHEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Truist Financial's CHEF Position: Q1 2020 in Review

Truist Financial sold out of Chefs' Warehouse (CHEF) in Q1 2020, closing a stake of 7,389 shares — an estimated $281K sold.

Truist Financial first reported a position in CHEF in Q3 2018 and held it in 3 quarters. The position peaked at $281K in Q4 2019. 127 funds tracked by Wall St. Rank hold CHEF as of Q1 2020.

  • Truist Financial reported no remaining Chefs' Warehouse position as of Q1 2020 after selling out during the quarter.
  • Truist Financial sold 7,389 Chefs' Warehouse shares in Q1 2020, an estimated $281K.
  • Truist Financial first reported a position in Chefs' Warehouse in Q3 2018 and held it in 3 quarters.
  • Truist Financial's Chefs' Warehouse position peaked at $281K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q1 2020.

Based on Truist Financial's 13F filing for Q1 2020, filed 15 May 2020.