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Integrated Investment Consultants’s US Foods USFD Stock Holding History

Integrated Investment Consultants’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
Q4 		– Sell
-3,900
Closed -$240K – 379
2024
Q3 		$240K Sell
3,900
-500
-11% -$28K 0.05% 263
2024
Q2 		$237K Hold
4,400
– – 0.07% 221
2024
Q1 		$237K Sell
4,400
-600
-12% -$29.6K 0.07% 221
2023
Q4 		$227K Buy
+5,000
New +$207K 0.07% 217
2023
Q3 		– Sell
-5,000
Closed -$220K – 270
2023
Q2 		$220K Buy
+5,000
New +$198K 0.07% 242

Other funds holding USFD

Vanguard Group
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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Integrated Investment Consultants's USFD Position: Q4 2024 in Review

Integrated Investment Consultants sold out of US Foods (USFD) in Q4 2024, closing a stake of 3,900 shares — an estimated $240K sold.

Integrated Investment Consultants first reported a position in USFD in Q2 2023 and held it in 5 quarters. The position peaked at $240K in Q3 2024. 584 funds tracked by Wall St. Rank hold USFD as of Q4 2024.

  • Integrated Investment Consultants reported no remaining US Foods position as of Q4 2024 after selling out during the quarter.
  • Integrated Investment Consultants sold 3,900 US Foods shares in Q4 2024, an estimated $240K.
  • Integrated Investment Consultants first reported a position in US Foods in Q2 2023 and held it in 5 quarters.
  • Integrated Investment Consultants's US Foods position peaked at $240K in Q3 2024.
  • 584 funds tracked by Wall St. Rank held US Foods as of Q4 2024.

Based on Integrated Investment Consultants's 13F filing for Q4 2024, filed 15 Jan 2025.