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Fortitude Advisory Group’s US Foods USFD Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-100
Closed -$4K – 1229
2022
Q1 		$4K Hold
100
– – ﹤0.01% 1225
2021
Q4 		$3K Buy
+100
New +$3.48K ﹤0.01% 1326

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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Fortitude Advisory Group's USFD Position: Q2 2022 in Review

Fortitude Advisory Group sold out of US Foods (USFD) in Q2 2022, closing a stake of 100 shares — an estimated $4K sold.

Fortitude Advisory Group first reported a position in USFD in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 301 funds tracked by Wall St. Rank hold USFD as of Q2 2022.

  • Fortitude Advisory Group reported no remaining US Foods position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 100 US Foods shares in Q2 2022, an estimated $4K.
  • Fortitude Advisory Group first reported a position in US Foods in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's US Foods position peaked at $4K in Q1 2022.
  • 301 funds tracked by Wall St. Rank held US Foods as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.