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Costello Asset Management’s US Foods USFD Stock Holding History

Costello Asset 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
2023
Q4 		– Sell
-550
Closed -$21.8K – 196
2023
Q3 		$21.8K Sell
550
-1,200
-69% -$49.7K 0.02% 114
2023
Q2 		$77K Hold
1,750
– – 0.07% 75
2023
Q1 		$64.6K Hold
1,750
– – 0.07% 80
2022
Q4 		$59.5K Buy
1,750
+150
+9% +$4.8K 0.05% 83
2022
Q3 		$42K Buy
+1,600
New +$49.7K 0.04% 95

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
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
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Costello Asset Management's USFD Position: Q4 2023 in Review

Costello Asset Management sold out of US Foods (USFD) in Q4 2023, closing a stake of 550 shares — an estimated $21.8K sold.

Costello Asset Management first reported a position in USFD in Q3 2022 and held it in 5 quarters. The position peaked at $77K in Q2 2023. 422 funds tracked by Wall St. Rank hold USFD as of Q4 2023.

  • Costello Asset Management reported no remaining US Foods position as of Q4 2023 after selling out during the quarter.
  • Costello Asset Management sold 550 US Foods shares in Q4 2023, an estimated $21.8K.
  • Costello Asset Management first reported a position in US Foods in Q3 2022 and held it in 5 quarters.
  • Costello Asset Management's US Foods position peaked at $77K in Q2 2023.
  • 422 funds tracked by Wall St. Rank held US Foods as of Q4 2023.

Based on Costello Asset Management's 13F filing for Q4 2023, filed 29 Jan 2024.