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Exencial Wealth Advisors’s US Foods USFD Stock Holding History

Exencial 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
2023
Q3 		– Sell
-13,050
Closed -$574K – 442
2023
Q2 		$574K Sell
13,050
-417
-3% -$16.5K 0.03% 279
2023
Q1 		$497K Sell
13,467
-669
-5% -$24.8K 0.03% 282
2022
Q4 		$481K Sell
14,136
-130
-0.9% -$4.16K 0.03% 292
2022
Q3 		$377K Sell
14,266
-10
-0.1% -$310 0.02% 316
2022
Q2 		$438K Sell
14,276
-3
-0% -$101 0.03% 290
2022
Q1 		$537K Buy
14,279
+11
+0.1% +$401 0.03% 286
2021
Q4 		$497K Sell
14,268
-43
-0.3% -$1.5K 0.02% 312
2021
Q3 		$496K Buy
+14,311
New +$491K 0.02% 244
2021
Q2 		– Sell
-14,284
Closed -$545K – 465
2021
Q1 		$545K Hold
14,284
– – 0.03% 267
2020
Q4 		$476K Buy
+14,284
New +$407K 0.03% 249

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return