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Baystate Wealth Management’s US Foods USFD Stock Holding History

Baystate Wealth Management’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 		$500 Buy
+11
New +$455 ﹤0.01% 1204
2021
Q4 		– Sell
-492
Closed -$17.1K – 977
2021
Q3 		$17K Hold
492
– – ﹤0.01% 462
2021
Q2 		$19K Hold
492
– – ﹤0.01% 420
2021
Q1 		$19K Buy
+492
New +$17.8K ﹤0.01% 380

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baystate Wealth Management's USFD Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in US Foods (USFD) in Q4 2023: 11 shares worth $500. The stake represents ﹤0.01% of the portfolio and ranks #1204 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in USFD as recently as Q3 2021.

Baystate Wealth Management first reported a position in USFD in Q1 2021 and has held it in 4 quarters since. The position peaked at $19K in Q2 2021. 422 funds tracked by Wall St. Rank hold USFD as of Q4 2023.

  • Baystate Wealth Management held 11 shares of US Foods worth $500 as of Q4 2023.
  • US Foods was a new Baystate Wealth Management position in Q4 2023.
  • US Foods made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1204 holding.
  • Baystate Wealth Management first reported a position in US Foods in Q1 2021 and has held it in 4 quarters since.
  • Baystate Wealth Management's US Foods position peaked at $19K in Q2 2021.
  • 422 funds tracked by Wall St. Rank held US Foods as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.