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First Trust Direct Indexing’s US Foods USFD Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-6,386
Closed -$393K – 879
2024
Q3 		$393K Buy
6,386
+1,528
+31% +$85.5K 0.02% 629
2024
Q2 		$257K Buy
+4,858
New +$256K 0.02% 727
2021
Q1 		– Sell
-71
Closed -$2K – 965
2020
Q4 		$2K Buy
+71
New +$2.02K ﹤0.01% 1109

Other funds holding USFD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

First Trust Direct Indexing's USFD Position: Q4 2024 in Review

First Trust Direct Indexing sold out of US Foods (USFD) in Q4 2024, closing a stake of 6,386 shares — an estimated $393K sold.

First Trust Direct Indexing first reported a position in USFD in Q4 2020 and held it in 3 quarters. The position peaked at $393K in Q3 2024. 584 funds tracked by Wall St. Rank hold USFD as of Q4 2024.

  • First Trust Direct Indexing reported no remaining US Foods position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,386 US Foods shares in Q4 2024, an estimated $393K.
  • First Trust Direct Indexing first reported a position in US Foods in Q4 2020 and held it in 3 quarters.
  • First Trust Direct Indexing's US Foods position peaked at $393K in Q3 2024.
  • 584 funds tracked by Wall St. Rank held US Foods as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.