Ahrens Investment Partners’s US Foods USFD Stock Holding History

Ahrens Investment Partners’s Portfolio USFD Stock Details USFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$12.5K	Buy	+339	New	+$12.6K	0.01%	572
2022 Q3	–	Sell	-339	Closed	-$10K	–	864
2022 Q2	$10K	Hold	339	–	–	﹤0.01%	652
2022 Q1	$13K	Hold	339	–	–	﹤0.01%	682
2021 Q4	$12K	Buy	+339	New	+$11.8K	0.01%	711
2020 Q2	–	Sell	-12,500	Closed	-$221K	–	175
2020 Q1	$221K	Buy	+12,500	New	+$419K	0.16%	104

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Ahrens Investment Partners's USFD Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in US Foods (USFD) in Q1 2023: 339 shares worth $12.5K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in USFD as recently as Q2 2022.

Ahrens Investment Partners first reported a position in USFD in Q1 2020 and has held it in 5 quarters since. The position peaked at $221K in Q1 2020. 356 funds tracked by Wall St. Rank hold USFD as of Q1 2023.

Ahrens Investment Partners held 339 shares of US Foods worth $12.5K as of Q1 2023.
US Foods was a new Ahrens Investment Partners position in Q1 2023.
US Foods made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #572 holding.
Ahrens Investment Partners first reported a position in US Foods in Q1 2020 and has held it in 5 quarters since.
Ahrens Investment Partners's US Foods position peaked at $221K in Q1 2020.
356 funds tracked by Wall St. Rank held US Foods as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.