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Crewe Advisors’s US Foods USFD Stock Holding History

Crewe 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
-4
Closed -$159 – 689
2023
Q3 		$159 Sell
4
-1
-20% -$41 ﹤0.01% 469
2023
Q2 		$220 Buy
+5
New +$198 ﹤0.01% 705
2022
Q4 		– Sell
-92
Closed -$2K – 1284
2022
Q3 		$2K Hold
92
– – ﹤0.01% 1089
2022
Q2 		$3K Buy
+92
New +$3.11K ﹤0.01% 930
2020
Q4 		– Sell
-132
Closed -$3K – 642
2020
Q3 		$3K Buy
+132
New +$2.97K ﹤0.01% 459

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return