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Concourse Financial Group Securities’s US Foods USFD Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-2,300
Closed -$159K – 1954
2024
Q4 		$159K Buy
2,300
+418
+22% +$27.4K 0.01% 802
2024
Q3 		$116K Buy
1,882
+933
+98% +$52.2K 0.01% 898
2024
Q2 		$50.3K Sell
949
-110
-10% -$5.79K ﹤0.01% 1170
2024
Q1 		$57.2K Hold
1,059
– – ﹤0.01% 1131
2023
Q4 		$48.1K Sell
1,059
-14
-1% -$579 ﹤0.01% 1151
2023
Q3 		$42.6K Buy
1,073
+14
+1% +$580 ﹤0.01% 1135
2023
Q2 		$46.6K Hold
1,059
– – ﹤0.01% 1120
2023
Q1 		$39.1K Hold
1,059
– – ﹤0.01% 1198
2022
Q4 		$36K Sell
1,059
-524
-33% -$16.8K ﹤0.01% 1219
2022
Q3 		$42K Hold
1,583
– – ﹤0.01% 1018
2022
Q2 		$49K Buy
1,583
+4
+0.3% +$135 ﹤0.01% 1101
2022
Q1 		$59K Buy
1,579
+350
+28% +$12.8K ﹤0.01% 1078
2021
Q4 		$43K Sell
1,229
-266
-18% -$9.26K ﹤0.01% 1349
2021
Q3 		$52K Sell
1,495
-350
-19% -$12K ﹤0.01% 1289
2021
Q2 		$71K Sell
1,845
-203
-10% -$7.87K ﹤0.01% 1141
2021
Q1 		$78K Buy
2,048
+110
+6% +$3.98K 0.01% 1054
2020
Q4 		$65K Sell
1,938
-522
-21% -$14.9K ﹤0.01% 1071
2020
Q3 		$55K Buy
2,460
+220
+10% +$4.95K ﹤0.01% 1025
2020
Q2 		$44K Buy
2,240
+2,052
+1,091% +$39.2K ﹤0.01% 1038
2020
Q1 		$3K Sell
188
-80
-30% -$2.68K ﹤0.01% 1825
2019
Q4 		$11K Buy
268
+65
+32% +$2.61K ﹤0.01% 1421
2019
Q3 		$8K Sell
203
-160
-44% -$6.18K ﹤0.01% 1221
2019
Q2 		$13K Hold
363
– – ﹤0.01% 1416
2019
Q1 		$12K Sell
363
-15
-4% -$515 ﹤0.01% 1466
2018
Q4 		$11K Sell
378
-222
-37% -$6.85K ﹤0.01% 1405
2018
Q3 		$18K Buy
+600
New +$20.7K 0.01% 897

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Concourse Financial Group Securities's USFD Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of US Foods (USFD) in Q1 2025, closing a stake of 2,300 shares — an estimated $159K sold.

Concourse Financial Group Securities first reported a position in USFD in Q3 2018 and held it in 26 quarters. The position peaked at $159K in Q4 2024. 596 funds tracked by Wall St. Rank hold USFD as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining US Foods position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,300 US Foods shares in Q1 2025, an estimated $159K.
  • Concourse Financial Group Securities first reported a position in US Foods in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's US Foods position peaked at $159K in Q4 2024.
  • 596 funds tracked by Wall St. Rank held US Foods as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.