BKM Wealth Management’s US Foods USFD Stock Holding History

BKM 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
2024 Q1	–	Sell	-407	Closed	-$18.5K	–	532
2023 Q4	$18.5K	Buy	+407	New	+$16.8K	0.01%	390

Other funds holding USFD

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

BKM Wealth Management's USFD Position: Q1 2024 in Review

BKM Wealth Management sold out of US Foods (USFD) in Q1 2024, closing a stake of 407 shares — an estimated $18.5K sold.

BKM Wealth Management first reported a position in USFD in Q4 2023 and held it in 1 quarter. The position peaked at $18.5K in Q4 2023. 441 funds tracked by Wall St. Rank hold USFD as of Q1 2024.

BKM Wealth Management reported no remaining US Foods position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 407 US Foods shares in Q1 2024, an estimated $18.5K.
BKM Wealth Management first reported a position in US Foods in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's US Foods position peaked at $18.5K in Q4 2023.
441 funds tracked by Wall St. Rank held US Foods as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.