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Founders Financial Alliance’s US Foods USFD Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-533
Closed -$12K – 1203
2020
Q3 		$12K Buy
+533
New +$12K 0.01% 725

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Founders Financial Alliance's USFD Position: Q4 2020 in Review

Founders Financial Alliance sold out of US Foods (USFD) in Q4 2020, closing a stake of 533 shares — an estimated $12K sold.

Founders Financial Alliance first reported a position in USFD in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 316 funds tracked by Wall St. Rank hold USFD as of Q4 2020.

  • Founders Financial Alliance reported no remaining US Foods position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 533 US Foods shares in Q4 2020, an estimated $12K.
  • Founders Financial Alliance first reported a position in US Foods in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's US Foods position peaked at $12K in Q3 2020.
  • 316 funds tracked by Wall St. Rank held US Foods as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.