Glassman Wealth Services’s US Foods USFD Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-10	Closed	-$454	–	1747
2023 Q4	$454	Hold	10	–	–	﹤0.01%	1740
2023 Q3	$397	Hold	10	–	–	﹤0.01%	1782
2023 Q2	$440	Buy	10 +4	+67%	+$159	﹤0.01%	1665
2023 Q1	$222	Hold	6	–	–	﹤0.01%	1776
2022 Q4	$204	Sell	6 -125	-95%	-$4K	﹤0.01%	1794
2022 Q3	$3K	Sell	131 -19	-13%	-$590	﹤0.01%	1159
2022 Q2	$5K	Buy	150 +10	+7%	+$338	﹤0.01%	1032
2022 Q1	$5K	Hold	140	–	–	﹤0.01%	1018
2021 Q4	$5K	Sell	140 -17	-11%	-$592	﹤0.01%	1006
2021 Q3	$5K	Buy	157 +151	+2,517%	+$5.18K	﹤0.01%	989
2021 Q2	$0	Hold	6	–	–	﹤0.01%	1660
2021 Q1	$0	Hold	6	–	–	﹤0.01%	1641
2020 Q4	$0	Sell	6 -627	-99%	-$17.9K	﹤0.01%	1521
2020 Q3	$14K	Buy	633 +627	+10,450%	+$14.1K	﹤0.01%	539
2020 Q2	$0	Sell	6 -1	-14%	-$19	﹤0.01%	1551
2020 Q1	$0	Sell	7 -5	-42%	-$167	﹤0.01%	1585
2019 Q4	$1K	Buy	12 +5	+71%	+$201	﹤0.01%	1060
2019 Q3	$0	Sell	7 -5	-42%	-$193	﹤0.01%	1382
2019 Q2	$0	Buy	12 +5	+71%	+$182	﹤0.01%	1376
2019 Q1	$0	Buy	+7	New	+$240	﹤0.01%	1214

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return