FWM
USFD icon

Foguth Wealth Management’s US Foods USFD Stock Holding History

Foguth 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
2024
Q3 		– Sell
-5,469
Closed -$290K – 151
2024
Q2 		$290K Buy
5,469
+1,744
+47% +$91.8K 0.13% 102
2024
Q1 		$201K Buy
+3,725
New +$184K 0.11% 127

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
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 $3.38T AUM 44.17% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Foguth Wealth Management's USFD Position: Q3 2024 in Review

Foguth Wealth Management sold out of US Foods (USFD) in Q3 2024, closing a stake of 5,469 shares — an estimated $290K sold.

Foguth Wealth Management first reported a position in USFD in Q1 2024 and held it in 2 quarters. The position peaked at $290K in Q2 2024. 504 funds tracked by Wall St. Rank hold USFD as of Q3 2024.

  • Foguth Wealth Management reported no remaining US Foods position as of Q3 2024 after selling out during the quarter.
  • Foguth Wealth Management sold 5,469 US Foods shares in Q3 2024, an estimated $290K.
  • Foguth Wealth Management first reported a position in US Foods in Q1 2024 and held it in 2 quarters.
  • Foguth Wealth Management's US Foods position peaked at $290K in Q2 2024.
  • 504 funds tracked by Wall St. Rank held US Foods as of Q3 2024.

Based on Foguth Wealth Management's 13F filing for Q3 2024, filed 9 Oct 2024.