Delos Wealth Advisors’s US Foods USFD Stock Holding History

Delos Wealth 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
2024 Q1	–	Sell	-13	Closed	-$591	–	467
2023 Q4	$591	Hold	13	–	–	﹤0.01%	240
2023 Q3	$526	Hold	13	–	–	﹤0.01%	290
2023 Q2	$572	Hold	13	–	–	﹤0.01%	281
2023 Q1	$481	Hold	13	–	–	﹤0.01%	309
2022 Q4	$442	Hold	13	–	–	﹤0.01%	313
2022 Q3	$0	Buy	+13	New	+$404	﹤0.01%	386

Other funds holding USFD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Delos Wealth Advisors's USFD Position: Q1 2024 in Review

Delos Wealth Advisors sold out of US Foods (USFD) in Q1 2024, closing a stake of 13 shares — an estimated $591 sold.

Delos Wealth Advisors first reported a position in USFD in Q3 2022 and held it in 6 quarters. The position peaked at $591 in Q4 2023. 441 funds tracked by Wall St. Rank hold USFD as of Q1 2024.

Delos Wealth Advisors reported no remaining US Foods position as of Q1 2024 after selling out during the quarter.
Delos Wealth Advisors sold 13 US Foods shares in Q1 2024, an estimated $591.
Delos Wealth Advisors first reported a position in US Foods in Q3 2022 and held it in 6 quarters.
Delos Wealth Advisors's US Foods position peaked at $591 in Q4 2023.
441 funds tracked by Wall St. Rank held US Foods as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.