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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 1.17% 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
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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LP
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return