Curi Wealth Management’s US Foods USFD Stock Holding History

Curi Wealth 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
2024 Q1	–	Sell	-189,892	Closed	-$8.62M	–	144
2023 Q4	$8.62M	Buy	+189,892	New	+$7.85M	1.19%	31

Other funds holding USFD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Curi Wealth Management's USFD Position: Q1 2024 in Review

Curi Wealth Management sold out of US Foods (USFD) in Q1 2024, closing a stake of 189,892 shares — an estimated $8.62M sold.

Curi Wealth Management first reported a position in USFD in Q4 2023 and held it in 1 quarter. The position peaked at $8.62M in Q4 2023. 441 funds tracked by Wall St. Rank hold USFD as of Q1 2024.

Curi Wealth Management reported no remaining US Foods position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 189,892 US Foods shares in Q1 2024, an estimated $8.62M.
Curi Wealth Management first reported a position in US Foods in Q4 2023 and held it in 1 quarter.
Curi Wealth Management's US Foods position peaked at $8.62M in Q4 2023.
441 funds tracked by Wall St. Rank held US Foods as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.