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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Crewe Advisors's USFD Position: Q4 2023 in Review

Crewe Advisors sold out of US Foods (USFD) in Q4 2023, closing a stake of 4 shares — an estimated $159 sold.

Crewe Advisors first reported a position in USFD in Q3 2020 and held it in 5 quarters. The position peaked at $3K in Q2 2022. 422 funds tracked by Wall St. Rank hold USFD as of Q4 2023.

Crewe Advisors reported no remaining US Foods position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 4 US Foods shares in Q4 2023, an estimated $159.
Crewe Advisors first reported a position in US Foods in Q3 2020 and held it in 5 quarters.
Crewe Advisors's US Foods position peaked at $3K in Q2 2022.
422 funds tracked by Wall St. Rank held US Foods as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.