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Bartlett & Co’s US Foods USFD Stock Holding History

Bartlett & Co’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
Q4 		$4K Hold
97
– – ﹤0.01% 1108
2023
Q3 		$4K Hold
97
– – ﹤0.01% 1026
2023
Q2 		$4K Hold
97
– – ﹤0.01% 1020
2023
Q1 		$4K Hold
97
– – ﹤0.01% 937
2022
Q4 		$3K Hold
97
– – ﹤0.01% 989
2022
Q3 		$3K Hold
97
– – ﹤0.01% 1011
2022
Q2 		$3K Hold
97
– – ﹤0.01% 1136
2022
Q1 		$4K Buy
+97
New +$3.54K ﹤0.01% 945
2021
Q4 		– Sell
-97
Closed -$3K – 863
2021
Q3 		$3K Sell
97
-48
-33% -$1.65K ﹤0.01% 833
2021
Q2 		$6K Hold
145
– – ﹤0.01% 744
2021
Q1 		$6K Hold
145
– – ﹤0.01% 779
2020
Q4 		$5K Buy
+145
New +$4.14K ﹤0.01% 800

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bartlett & Co's USFD Position: Q4 2023 in Review

Bartlett & Co held its US Foods (USFD) position steady in Q4 2023 at 97 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Bartlett & Co first reported a position in USFD in Q4 2020 and has held it in 12 quarters since. The position peaked at $6K in Q2 2021. 422 funds tracked by Wall St. Rank hold USFD as of Q4 2023.

  • Bartlett & Co held 97 shares of US Foods worth $4K as of Q4 2023.
  • Bartlett & Co left its US Foods share count unchanged in Q4 2023.
  • US Foods made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1108 holding.
  • Bartlett & Co first reported a position in US Foods in Q4 2020 and has held it in 12 quarters since.
  • Bartlett & Co's US Foods position peaked at $6K in Q2 2021.
  • 422 funds tracked by Wall St. Rank held US Foods as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.