YWP
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YorkBridge Wealth Partners’s Chefs' Warehouse CHEF Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-212
Closed -$7K – 250
2019
Q2 		$7K Sell
212
-80
-27% -$2.63K ﹤0.01% 620
2019
Q1 		$9K Sell
292
-367
-56% -$12K ﹤0.01% 606
2018
Q4 		$21K Hold
659
– – 0.01% 452
2018
Q3 		$24K Sell
659
-3
-0.5% -$93 0.01% 480
2018
Q2 		$19K Sell
662
-64
-9% -$1.68K 0.01% 544
2018
Q1 		$17K Buy
+726
New +$15.6K 0.01% 559

Other funds holding CHEF

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

YorkBridge Wealth Partners's CHEF Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Chefs' Warehouse (CHEF) in Q3 2019, closing a stake of 212 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in CHEF in Q1 2018 and held it in 6 quarters. The position peaked at $24K in Q3 2018. 157 funds tracked by Wall St. Rank hold CHEF as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Chefs' Warehouse position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 212 Chefs' Warehouse shares in Q3 2019, an estimated $7K.
  • YorkBridge Wealth Partners first reported a position in Chefs' Warehouse in Q1 2018 and held it in 6 quarters.
  • YorkBridge Wealth Partners's Chefs' Warehouse position peaked at $24K in Q3 2018.
  • 157 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.