Blue Zone Wealth Advisors’s US Foods USFD Stock Holding History

Blue Zone 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
2023 Q1	–	Sell	-104,890	Closed	-$3.57M	–	90
2022 Q4	$3.57M	Buy	104,890 +1,048	+1%	+$33.5K	1.91%	17
2022 Q3	$2.75M	Buy	103,842 +779	+0.8%	+$24.2K	1.42%	27
2022 Q2	$3.16M	Buy	103,063 +1,183	+1%	+$40K	1.43%	23
2022 Q1	$3.83M	Buy	101,880 +6,300	+7%	+$230K	1.43%	28
2021 Q4	$3.33M	Buy	95,580 +4,400	+5%	+$153K	1.1%	33
2021 Q3	$3.16M	Buy	91,180 +19,810	+28%	+$680K	1.1%	31
2021 Q2	$2.74M	Sell	71,370 -90	-0.1%	-$3.49K	1.03%	38
2021 Q1	$2.72M	Sell	71,460 -1,010	-1%	-$36.5K	1.16%	28
2020 Q4	$2.41M	Buy	72,470 +4,134	+6%	+$118K	1.16%	28
2020 Q3	$1.52M	Sell	68,336 -15,126	-18%	-$340K	0.86%	36
2020 Q2	$1.65M	Buy	+83,462	New	+$1.6M	0.92%	33

Other funds holding USFD

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

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

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 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

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

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

CCP

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

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Blue Zone Wealth Advisors's USFD Position: Q1 2023 in Review

Blue Zone Wealth Advisors sold out of US Foods (USFD) in Q1 2023, closing a stake of 104,890 shares — an estimated $3.57M sold.

Blue Zone Wealth Advisors first reported a position in USFD in Q2 2020 and held it in 11 quarters. The position peaked at $3.83M in Q1 2022. 356 funds tracked by Wall St. Rank hold USFD as of Q1 2023.

Blue Zone Wealth Advisors reported no remaining US Foods position as of Q1 2023 after selling out during the quarter.
Blue Zone Wealth Advisors sold 104,890 US Foods shares in Q1 2023, an estimated $3.57M.
Blue Zone Wealth Advisors first reported a position in US Foods in Q2 2020 and held it in 11 quarters.
Blue Zone Wealth Advisors's US Foods position peaked at $3.83M in Q1 2022.
356 funds tracked by Wall St. Rank held US Foods as of Q1 2023.

Based on Blue Zone Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.