American Portfolios Advisors’s US Foods USFD Stock Holding History

American Portfolios Advisors’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
2022 Q3	$4.68K	Sell	177 -89	-33%	-$2.76K	﹤0.01%	2844
2022 Q2	$8.16K	Hold	266	–	–	﹤0.01%	2649
2022 Q1	$10K	Sell	266 -73	-22%	-$2.66K	﹤0.01%	2685
2021 Q4	$11.8K	Hold	339	–	–	﹤0.01%	2559
2021 Q3	$11.8K	Buy	339 +86	+34%	+$2.95K	﹤0.01%	2506
2021 Q2	$9.71K	Sell	253 -11,879	-98%	-$461K	﹤0.01%	2529
2021 Q1	$462K	Sell	12,132 -41	-0.3%	-$1.48K	0.02%	682
2020 Q4	$405K	Sell	12,173 -1,216	-9%	-$34.7K	0.02%	624
2020 Q3	$298K	Sell	13,389 -466	-3%	-$10.5K	0.02%	656
2020 Q2	$273K	Sell	13,855 -13,610	-50%	-$260K	0.02%	630
2020 Q1	$486K	Buy	27,465 +12,435	+83%	+$416K	0.04%	374
2019 Q4	$630K	Buy	15,030 +14,681	+4,207%	+$589K	0.04%	366
2019 Q3	$14.3K	Hold	349	–	–	﹤0.01%	1803
2019 Q2	$12.5K	Sell	349 -666	-66%	-$24.2K	﹤0.01%	1835
2019 Q1	$35.4K	Buy	1,015 +133	+15%	+$4.56K	﹤0.01%	1333
2018 Q4	$27.9K	Buy	882 +120	+16%	+$3.7K	﹤0.01%	1252
2018 Q3	$23.5K	Hold	762	–	–	﹤0.01%	1428
2018 Q2	$28.8K	Buy	762 +697	+1,072%	+$24.7K	﹤0.01%	1303
2018 Q1	$2.13K	Buy	+65	New	+$2.13K	﹤0.01%	2092

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Portfolios Advisors's USFD Position: Q3 2022 in Review

American Portfolios Advisors reduced its US Foods (USFD) stake by 33% in Q3 2022, selling an estimated $2.76K and leaving 177 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2844.

American Portfolios Advisors first reported a position in USFD in Q1 2018 and has held it in 19 quarters since. The position peaked at $630K in Q4 2019. 302 funds tracked by Wall St. Rank hold USFD as of Q3 2022.

American Portfolios Advisors held 177 shares of US Foods worth $4.68K as of Q3 2022.
American Portfolios Advisors sold 89 US Foods shares in Q3 2022, an estimated $2.76K.
US Foods made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2844 holding.
American Portfolios Advisors first reported a position in US Foods in Q1 2018 and has held it in 19 quarters since.
American Portfolios Advisors's US Foods position peaked at $630K in Q4 2019.
302 funds tracked by Wall St. Rank held US Foods as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.