Halpern Financial’s US Foods USFD Stock Holding History

Halpern Financial’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
2023 Q3	–	Sell	-180	Closed	-$7.92K	–	258
2023 Q2	$7.92K	Buy	+180	New	+$7.14K	﹤0.01%	176

Other funds holding USFD

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SHCM

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

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

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

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

CCP

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

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Halpern Financial's USFD Position: Q3 2023 in Review

Halpern Financial sold out of US Foods (USFD) in Q3 2023, closing a stake of 180 shares — an estimated $7.92K sold.

Halpern Financial first reported a position in USFD in Q2 2023 and held it in 1 quarter. The position peaked at $7.92K in Q2 2023. 393 funds tracked by Wall St. Rank hold USFD as of Q3 2023.

Halpern Financial reported no remaining US Foods position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 180 US Foods shares in Q3 2023, an estimated $7.92K.
Halpern Financial first reported a position in US Foods in Q2 2023 and held it in 1 quarter.
Halpern Financial's US Foods position peaked at $7.92K in Q2 2023.
393 funds tracked by Wall St. Rank held US Foods as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.