DI
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Disciplined Investments’s US Foods USFD Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-51
Closed -$2.24K – 1470
2023
Q2 		$2.24K Sell
51
-3
-6% -$119 ﹤0.01% 618
2023
Q1 		$2K Buy
54
+4
+8% +$148 ﹤0.01% 658
2022
Q4 		$1.7K Buy
50
+22
+79% +$704 ﹤0.01% 679
2022
Q3 		$1K Sell
28
-4
-13% -$124 ﹤0.01% 1116
2022
Q2 		$1K Sell
32
-13
-29% -$440 ﹤0.01% 1149
2022
Q1 		$2K Buy
+45
New +$1.64K ﹤0.01% 802

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
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Disciplined Investments's USFD Position: Q3 2023 in Review

Disciplined Investments sold out of US Foods (USFD) in Q3 2023, closing a stake of 51 shares — an estimated $2.24K sold.

Disciplined Investments first reported a position in USFD in Q1 2022 and held it in 6 quarters. The position peaked at $2.24K in Q2 2023. 392 funds tracked by Wall St. Rank hold USFD as of Q3 2023.

  • Disciplined Investments reported no remaining US Foods position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 51 US Foods shares in Q3 2023, an estimated $2.24K.
  • Disciplined Investments first reported a position in US Foods in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's US Foods position peaked at $2.24K in Q2 2023.
  • 392 funds tracked by Wall St. Rank held US Foods as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.