BerganKDV Wealth Management’s US Foods USFD Stock Holding History

BerganKDV 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 Q2	$440	Hold	10	–	–	﹤0.01%	820
2023 Q1	$370	Buy	+10	New	+$371	﹤0.01%	999
2021 Q3	–	Sell	-5	Closed	–	–	1095
2021 Q2	$0	Hold	5	–	–	﹤0.01%	1014
2021 Q1	$0	Hold	5	–	–	﹤0.01%	990
2020 Q4	$0	Hold	5	–	–	﹤0.01%	1016
2020 Q3	$0	Hold	5	–	–	﹤0.01%	1006
2020 Q2	$0	Sell	5 -25	-83%	-$478	﹤0.01%	1099
2020 Q1	$1K	Buy	+30	New	+$1K	﹤0.01%	891

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

BlackRock New York $5.72T AUM 30.48% 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

CCP

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's USFD Position: Q2 2023 in Review

BerganKDV Wealth Management held its US Foods (USFD) position steady in Q2 2023 at 10 shares worth $440. The position accounts for ﹤0.01% of the portfolio, ranked #820.

BerganKDV Wealth Management first reported a position in USFD in Q1 2020 and has held it in 8 quarters since. The position peaked at $1K in Q1 2020. 396 funds tracked by Wall St. Rank hold USFD as of Q2 2023.

BerganKDV Wealth Management held 10 shares of US Foods worth $440 as of Q2 2023.
BerganKDV Wealth Management left its US Foods share count unchanged in Q2 2023.
US Foods made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #820 holding.
BerganKDV Wealth Management first reported a position in US Foods in Q1 2020 and has held it in 8 quarters since.
BerganKDV Wealth Management's US Foods position peaked at $1K in Q1 2020.
396 funds tracked by Wall St. Rank held US Foods as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.