HeadInvest LLC’s US Foods USFD Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-394	Closed	-$15.4K	–	670
2023 Q3	$15.4K	Buy	+394	New	+$16.3K	﹤0.01%	506

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

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

SHCM

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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

HeadInvest LLC's USFD Position: Q4 2023 in Review

HeadInvest LLC sold out of US Foods (USFD) in Q4 2023, closing a stake of 394 shares — an estimated $15.4K sold.

HeadInvest LLC first reported a position in USFD in Q3 2023 and held it in 1 quarter. The position peaked at $15.4K in Q3 2023. 422 funds tracked by Wall St. Rank hold USFD as of Q4 2023.

HeadInvest LLC reported no remaining US Foods position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 394 US Foods shares in Q4 2023, an estimated $15.4K.
HeadInvest LLC first reported a position in US Foods in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's US Foods position peaked at $15.4K in Q3 2023.
422 funds tracked by Wall St. Rank held US Foods as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.