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J. Safra Asset Management’s US Foods USFD Stock Holding History

J. Safra Asset 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
2025
Q3 		– Sell
-267
Closed -$20.6K – 501
2025
Q2 		$20.6K Sell
267
-271
-50% -$19.3K ﹤0.01% 251
2025
Q1 		$35.2K Sell
538
-268
-33% -$18.3K ﹤0.01% 203
2024
Q4 		$54.5K Buy
806
+224
+38% +$14.7K ﹤0.01% 191
2024
Q3 		$35K Buy
582
+524
+903% +$29.3K ﹤0.01% 178
2024
Q2 		$3.07K Buy
+58
New +$3.05K ﹤0.01% 193

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

J. Safra Asset Management's USFD Position: Q3 2025 in Review

J. Safra Asset Management sold out of US Foods (USFD) in Q3 2025, closing a stake of 267 shares — an estimated $20.6K sold.

J. Safra Asset Management first reported a position in USFD in Q2 2024 and held it in 5 quarters. The position peaked at $54.5K in Q4 2024. 647 funds tracked by Wall St. Rank hold USFD as of Q3 2025.

  • J. Safra Asset Management reported no remaining US Foods position as of Q3 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 267 US Foods shares in Q3 2025, an estimated $20.6K.
  • J. Safra Asset Management first reported a position in US Foods in Q2 2024 and held it in 5 quarters.
  • J. Safra Asset Management's US Foods position peaked at $54.5K in Q4 2024.
  • 647 funds tracked by Wall St. Rank held US Foods as of Q3 2025.

Based on J. Safra Asset Management's 13F filing for Q3 2025, filed 29 Oct 2025.