Arkadios Wealth Advisors’s US Foods USFD Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-1,325	Closed	-$45K	–	1717
2021 Q3	$45K	Hold	1,325	–	–	0.01%	914
2021 Q2	$50K	Hold	1,325	–	–	0.01%	930
2021 Q1	$50K	Hold	1,325	–	–	0.01%	694
2020 Q4	$44K	Buy	+1,325	New	+$37.8K	0.01%	581

Other funds holding USFD

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

SHCM

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

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

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

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

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

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

Arkadios Wealth Advisors's USFD Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of US Foods (USFD) in Q4 2021, closing a stake of 1,325 shares — an estimated $45K sold.

Arkadios Wealth Advisors first reported a position in USFD in Q4 2020 and held it in 4 quarters. The position peaked at $50K in Q2 2021. 311 funds tracked by Wall St. Rank hold USFD as of Q4 2021.

Arkadios Wealth Advisors reported no remaining US Foods position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,325 US Foods shares in Q4 2021, an estimated $45K.
Arkadios Wealth Advisors first reported a position in US Foods in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's US Foods position peaked at $50K in Q2 2021.
311 funds tracked by Wall St. Rank held US Foods as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.