Cerity Partners’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.69M | Buy |
47,977
+8,162
| +20% | +$629K | 0.01% | 946 |
|
2025
Q1 | $2.61M | Buy |
39,815
+4,402
| +12% | +$288K | 0.01% | 995 |
|
2024
Q4 | $2.3M | Buy |
35,413
+1,678
| +5% | +$109K | 0.01% | 1046 |
|
2024
Q3 | $2.07M | Buy |
33,735
+14,920
| +79% | +$918K | ﹤0.01% | 1078 |
|
2024
Q2 | $997K | Sell |
18,815
-16,376
| -47% | -$868K | ﹤0.01% | 1227 |
|
2024
Q1 | $1.9M | Buy |
35,191
+15,436
| +78% | +$833K | 0.01% | 991 |
|
2023
Q4 | $897K | Buy |
+19,755
| New | +$897K | ﹤0.01% | 1019 |
|
2023
Q3 | – | Sell |
-20,061
| Closed | -$883K | – | 1706 |
|
2023
Q2 | $883K | Buy |
20,061
+4,611
| +30% | +$203K | ﹤0.01% | 962 |
|
2023
Q1 | $569K | Buy |
15,450
+3,797
| +33% | +$140K | ﹤0.01% | 1233 |
|
2022
Q4 | $396K | Sell |
11,653
-4,679
| -29% | -$159K | ﹤0.01% | 1044 |
|
2022
Q3 | $432K | Buy |
16,332
+1,119
| +7% | +$29.6K | 0.01% | 769 |
|
2022
Q2 | $467K | Buy |
15,213
+2,532
| +20% | +$77.7K | 0.01% | 764 |
|
2022
Q1 | $478K | Buy |
+12,681
| New | +$478K | 0.01% | 603 |
|