Centerpoint Advisors’s US Foods USFD Stock Holding History

Centerpoint 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 Q4	–	Sell	-24	Closed	-$1K	–	603
2023 Q3	$1K	Hold	24	–	–	﹤0.01%	546
2023 Q2	$1K	Hold	24	–	–	﹤0.01%	544
2023 Q1	$1K	Buy	+24	New	+$890	﹤0.01%	537

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CCP

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Centerpoint Advisors's USFD Position: Q4 2023 in Review

Centerpoint Advisors sold out of US Foods (USFD) in Q4 2023, closing a stake of 24 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in USFD in Q1 2023 and held it in 3 quarters. The position peaked at $1K in Q3 2023. 422 funds tracked by Wall St. Rank hold USFD as of Q4 2023.

Centerpoint Advisors reported no remaining US Foods position as of Q4 2023 after selling out during the quarter.
Centerpoint Advisors sold 24 US Foods shares in Q4 2023, an estimated $1K.
Centerpoint Advisors first reported a position in US Foods in Q1 2023 and held it in 3 quarters.
Centerpoint Advisors's US Foods position peaked at $1K in Q3 2023.
422 funds tracked by Wall St. Rank held US Foods as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.