Howe & Rusling’s US Foods USFD Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-90	Closed	-$2K	–	1004
2022 Q3	$2K	Buy	90 +8	+10%	+$248	﹤0.01%	916
2022 Q2	$3K	Sell	82 -20	-20%	-$676	﹤0.01%	828
2022 Q1	$4K	Buy	102 +16	+19%	+$583	﹤0.01%	743
2021 Q4	$3K	Buy	86 +11	+15%	+$383	﹤0.01%	829
2021 Q3	$3K	Buy	75 +26	+53%	+$892	﹤0.01%	812
2021 Q2	$2K	Sell	49 -190	-79%	-$7.37K	﹤0.01%	842
2021 Q1	$9K	Sell	239 -34	-12%	-$1.23K	﹤0.01%	516
2020 Q4	$9K	Buy	273 +37	+16%	+$1.05K	﹤0.01%	506
2020 Q3	$5K	Hold	236	–	–	﹤0.01%	565
2020 Q2	$5K	Sell	236 -172	-42%	-$3.29K	﹤0.01%	543
2020 Q1	$7K	Buy	408 +43	+12%	+$1.44K	﹤0.01%	473
2019 Q4	$15K	Buy	365 +236	+183%	+$9.47K	﹤0.01%	423
2019 Q3	$5K	Hold	129	–	–	﹤0.01%	564
2019 Q2	$5K	Hold	129	–	–	﹤0.01%	541
2019 Q1	$5K	Sell	129 -37	-22%	-$1.27K	﹤0.01%	550
2018 Q4	$5K	Sell	166 -32	-16%	-$987	﹤0.01%	553
2018 Q3	$6K	Hold	198	–	–	﹤0.01%	588
2018 Q2	$7K	Hold	198	–	–	﹤0.01%	511
2018 Q1	$6K	Buy	198 +29	+17%	+$948	﹤0.01%	588
2017 Q4	$5K	Hold	169	–	–	﹤0.01%	569
2017 Q3	$5K	Buy	+169	New	+$4.63K	﹤0.01%	595

Other funds holding USFD

Fidelity Investments

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

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

Boston Partners

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

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

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

CI Investments Inc

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return