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Cassady Schiller Wealth Management’s US Foods USFD Stock Holding History

Cassady Schiller 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
Q4 		$1.82K Buy
+27
New +$1.77K ﹤0.01% 602
2022
Q1 		– Sell
-8
Closed – – 575
2021
Q4 		$0 Buy
+8
New +$278 ﹤0.01% 648

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Cassady Schiller Wealth Management's USFD Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in US Foods (USFD) in Q4 2024: 27 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #602 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in USFD as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in USFD in Q4 2021 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold USFD as of Q4 2024.

  • Cassady Schiller Wealth Management held 27 shares of US Foods worth $1.82K as of Q4 2024.
  • US Foods was a new Cassady Schiller Wealth Management position in Q4 2024.
  • US Foods made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #602 holding.
  • Cassady Schiller Wealth Management first reported a position in US Foods in Q4 2021 and has held it in 2 quarters since.
  • 584 funds tracked by Wall St. Rank held US Foods as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.