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Independent Advisor Alliance’s US Foods USFD Stock Holding History

Independent Advisor Alliance’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
2025
Q1 		– Sell
-4,556
Closed -$307K – 1329
2024
Q4 		$307K Sell
4,556
-69
-1% -$4.53K ﹤0.01% 1129
2024
Q3 		$284K Sell
4,625
-207
-4% -$11.6K 0.01% 581
2024
Q2 		$256K Sell
4,832
-1,831
-27% -$96.3K 0.01% 610
2024
Q1 		$360K Sell
6,663
-441
-6% -$21.7K 0.01% 526
2023
Q4 		$323K Hold
7,104
– – 0.01% 536
2023
Q3 		$282K Buy
7,104
+52
+0.7% +$2.15K 0.01% 530
2023
Q2 		$310K Sell
7,052
-106
-1% -$4.21K 0.01% 522
2023
Q1 		$264K Buy
+7,158
New +$265K 0.01% 541
2020
Q4 		– Sell
-15,884
Closed -$353K – 597
2020
Q3 		$353K Sell
15,884
-1,400
-8% -$31.5K 0.03% 357
2020
Q2 		$341K Sell
17,284
-1,000
-5% -$19.1K 0.04% 344
2020
Q1 		$324K Buy
18,284
+918
+5% +$30.7K 0.05% 265
2019
Q4 		$727K Buy
+17,366
New +$697K 0.03% 443

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Independent Advisor Alliance's USFD Position: Q1 2025 in Review

Independent Advisor Alliance sold out of US Foods (USFD) in Q1 2025, closing a stake of 4,556 shares — an estimated $307K sold.

Independent Advisor Alliance first reported a position in USFD in Q4 2019 and held it in 12 quarters. The position peaked at $727K in Q4 2019. 596 funds tracked by Wall St. Rank hold USFD as of Q1 2025.

  • Independent Advisor Alliance reported no remaining US Foods position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,556 US Foods shares in Q1 2025, an estimated $307K.
  • Independent Advisor Alliance first reported a position in US Foods in Q4 2019 and held it in 12 quarters.
  • Independent Advisor Alliance's US Foods position peaked at $727K in Q4 2019.
  • 596 funds tracked by Wall St. Rank held US Foods as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.