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Capital Analysts LLC’s US Foods USFD Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-25
Closed -$2K – 1385
2024
Q3 		$2K Hold
25
– – ﹤0.01% 1229
2024
Q2 		$1K Buy
+25
New +$1.31K ﹤0.01% 1193
2022
Q4 		– Sell
-110
Closed -$3K – 1162
2022
Q3 		$3K Buy
+110
New +$3.41K ﹤0.01% 966

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Capital Analysts LLC's USFD Position: Q4 2024 in Review

Capital Analysts LLC sold out of US Foods (USFD) in Q4 2024, closing a stake of 25 shares — an estimated $2K sold.

Capital Analysts LLC first reported a position in USFD in Q3 2022 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 584 funds tracked by Wall St. Rank hold USFD as of Q4 2024.

  • Capital Analysts LLC reported no remaining US Foods position as of Q4 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 25 US Foods shares in Q4 2024, an estimated $2K.
  • Capital Analysts LLC first reported a position in US Foods in Q3 2022 and held it in 3 quarters.
  • Capital Analysts LLC's US Foods position peaked at $3K in Q3 2022.
  • 584 funds tracked by Wall St. Rank held US Foods as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.