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Camelot Portfolios’s US Foods USFD Stock Holding History

Camelot Portfolios’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
Q3 		– Sell
-2,000
Closed -$106K – 544
2024
Q2 		$106K Buy
+2,000
New +$105K 0.06% 238

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Camelot Portfolios's USFD Position: Q3 2024 in Review

Camelot Portfolios sold out of US Foods (USFD) in Q3 2024, closing a stake of 2,000 shares — an estimated $106K sold.

Camelot Portfolios first reported a position in USFD in Q2 2024 and held it in 1 quarter. The position peaked at $106K in Q2 2024. 504 funds tracked by Wall St. Rank hold USFD as of Q3 2024.

  • Camelot Portfolios reported no remaining US Foods position as of Q3 2024 after selling out during the quarter.
  • Camelot Portfolios sold 2,000 US Foods shares in Q3 2024, an estimated $106K.
  • Camelot Portfolios first reported a position in US Foods in Q2 2024 and held it in 1 quarter.
  • Camelot Portfolios's US Foods position peaked at $106K in Q2 2024.
  • 504 funds tracked by Wall St. Rank held US Foods as of Q3 2024.

Based on Camelot Portfolios's 13F filing for Q3 2024, filed 12 Nov 2024.