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ICA Group Wealth Management’s US Foods USFD Stock Holding History

ICA Group Wealth Management’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
-50
Closed -$2.27K – 1420
2023
Q4 		$2.27K Buy
+50
New +$2.07K ﹤0.01% 1163
2023
Q3 		– Sell
-50
Closed -$2.2K – 1172
2023
Q2 		$2.2K Sell
50
-89
-64% -$3.53K ﹤0.01% 1117
2023
Q1 		$5.13K Hold
139
– – ﹤0.01% 945
2022
Q4 		$4.73K Buy
+139
New +$4.45K ﹤0.01% 976

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

ICA Group Wealth Management's USFD Position: Q1 2024 in Review

ICA Group Wealth Management sold out of US Foods (USFD) in Q1 2024, closing a stake of 50 shares — an estimated $2.27K sold.

ICA Group Wealth Management first reported a position in USFD in Q4 2022 and held it in 4 quarters. The position peaked at $5.13K in Q1 2023. 441 funds tracked by Wall St. Rank hold USFD as of Q1 2024.

  • ICA Group Wealth Management reported no remaining US Foods position as of Q1 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 50 US Foods shares in Q1 2024, an estimated $2.27K.
  • ICA Group Wealth Management first reported a position in US Foods in Q4 2022 and held it in 4 quarters.
  • ICA Group Wealth Management's US Foods position peaked at $5.13K in Q1 2023.
  • 441 funds tracked by Wall St. Rank held US Foods as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.