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Coppell Advisory Solutions Corp’s US Foods USFD Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-167
Closed -$5.68K – 1034
2022
Q4 		$5.68K Buy
+167
New +$5.34K ﹤0.01% 702

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Coppell Advisory Solutions Corp's USFD Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of US Foods (USFD) in Q1 2023, closing a stake of 167 shares — an estimated $5.68K sold.

Coppell Advisory Solutions Corp first reported a position in USFD in Q4 2022 and held it in 1 quarter. The position peaked at $5.68K in Q4 2022. 356 funds tracked by Wall St. Rank hold USFD as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining US Foods position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 167 US Foods shares in Q1 2023, an estimated $5.68K.
  • Coppell Advisory Solutions Corp first reported a position in US Foods in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's US Foods position peaked at $5.68K in Q4 2022.
  • 356 funds tracked by Wall St. Rank held US Foods as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.