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Van Hulzen Asset Management’s Cheesecake Factory CAKE Stock Holding History

Van Hulzen Asset Management’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-226
Closed -$10.7K – 417
2024
Q4 		$10.7K Buy
+226
New +$10.4K ﹤0.01% 762

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Wellington Management Group
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Van Hulzen Asset Management's CAKE Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Cheesecake Factory (CAKE) in Q1 2025, closing a stake of 226 shares — an estimated $10.7K sold.

Van Hulzen Asset Management first reported a position in CAKE in Q4 2024 and held it in 1 quarter. The position peaked at $10.7K in Q4 2024. 316 funds tracked by Wall St. Rank hold CAKE as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Cheesecake Factory position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 226 Cheesecake Factory shares in Q1 2025, an estimated $10.7K.
  • Van Hulzen Asset Management first reported a position in Cheesecake Factory in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Cheesecake Factory position peaked at $10.7K in Q4 2024.
  • 316 funds tracked by Wall St. Rank held Cheesecake Factory as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.