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Endurance Wealth Management’s US Foods USFD Stock Holding History

Endurance 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
2021
Q2 		– Sell
-15
Closed -$1K – 654
2021
Q1 		$1K Hold
15
– – ﹤0.01% 636
2020
Q4 		$0 Hold
15
– – ﹤0.01% 638
2020
Q3 		$0 Hold
15
– – ﹤0.01% 650
2020
Q2 		$0 Hold
15
– – ﹤0.01% 626
2020
Q1 		$0 Buy
+15
New +$502 ﹤0.01% 593

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Endurance Wealth Management's USFD Position: Q2 2021 in Review

Endurance Wealth Management sold out of US Foods (USFD) in Q2 2021, closing a stake of 15 shares — an estimated $1K sold.

Endurance Wealth Management first reported a position in USFD in Q1 2020 and held it in 5 quarters. The position peaked at $1K in Q1 2021. 297 funds tracked by Wall St. Rank hold USFD as of Q2 2021.

  • Endurance Wealth Management reported no remaining US Foods position as of Q2 2021 after selling out during the quarter.
  • Endurance Wealth Management sold 15 US Foods shares in Q2 2021, an estimated $1K.
  • Endurance Wealth Management first reported a position in US Foods in Q1 2020 and held it in 5 quarters.
  • Endurance Wealth Management's US Foods position peaked at $1K in Q1 2021.
  • 297 funds tracked by Wall St. Rank held US Foods as of Q2 2021.

Based on Endurance Wealth Management's 13F filing for Q2 2021, filed 4 Aug 2021.