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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 $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Howe & Rusling's USFD Position: Q4 2022 in Review

Howe & Rusling sold out of US Foods (USFD) in Q4 2022, closing a stake of 90 shares — an estimated $2K sold.

Howe & Rusling first reported a position in USFD in Q3 2017 and held it in 21 quarters. The position peaked at $15K in Q4 2019. 318 funds tracked by Wall St. Rank hold USFD as of Q4 2022.

  • Howe & Rusling reported no remaining US Foods position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 90 US Foods shares in Q4 2022, an estimated $2K.
  • Howe & Rusling first reported a position in US Foods in Q3 2017 and held it in 21 quarters.
  • Howe & Rusling's US Foods position peaked at $15K in Q4 2019.
  • 318 funds tracked by Wall St. Rank held US Foods as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.