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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 – 1742
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
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
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Glassman Wealth Services's USFD Position: Q1 2024 in Review

Glassman Wealth Services sold out of US Foods (USFD) in Q1 2024, closing a stake of 10 shares — an estimated $454 sold.

Glassman Wealth Services first reported a position in USFD in Q1 2019 and held it in 20 quarters. The position peaked at $14K in Q3 2020. 441 funds tracked by Wall St. Rank hold USFD as of Q1 2024.

  • Glassman Wealth Services reported no remaining US Foods position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 10 US Foods shares in Q1 2024, an estimated $454.
  • Glassman Wealth Services first reported a position in US Foods in Q1 2019 and held it in 20 quarters.
  • Glassman Wealth Services's US Foods position peaked at $14K in Q3 2020.
  • 441 funds tracked by Wall St. Rank held US Foods as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.