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Financial Gravity Asset Management’s US Foods USFD Stock Holding History

Financial Gravity Asset 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
Q2 		– Sell
-5
Closed -$286 – 1774
2024
Q1 		$286 Buy
5
+1
+25% +$49 ﹤0.01% 915
2023
Q4 		$244 Buy
+4
New +$165 ﹤0.01% 1019
2019
Q2 		– Sell
-38
Closed -$1K – 1679
2019
Q1 		$1K Buy
+38
New +$1.3K ﹤0.01% 1207
2018
Q3 		$1K Sell
38
-7,631
-100% -$264K ﹤0.01% 1265
2018
Q2 		$251K Buy
7,669
+2,998
+64% +$106K 0.24% 83
2018
Q1 		$158K Buy
+4,671
New +$153K 0.16% 133

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Financial Gravity Asset Management's USFD Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of US Foods (USFD) in Q2 2024, closing a stake of 5 shares — an estimated $286 sold.

Financial Gravity Asset Management first reported a position in USFD in Q1 2018 and held it in 6 quarters. The position peaked at $251K in Q2 2018. 452 funds tracked by Wall St. Rank hold USFD as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining US Foods position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 5 US Foods shares in Q2 2024, an estimated $286.
  • Financial Gravity Asset Management first reported a position in US Foods in Q1 2018 and held it in 6 quarters.
  • Financial Gravity Asset Management's US Foods position peaked at $251K in Q2 2018.
  • 452 funds tracked by Wall St. Rank held US Foods as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.