IAA
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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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return