KB Financial Partners’s US Foods USFD Stock Holding History

KB Financial Partners’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
2023 Q3	$609K	Buy	15,342 +21	+0.1%	+$870	0.17%	74
2023 Q2	$674K	Buy	15,321 +14,405	+1,573%	+$572K	0.19%	63
2023 Q1	$34K	Buy	916 +90	+11%	+$3.34K	0.01%	307
2022 Q4	$28K	Buy	826 +190	+30%	+$6.08K	0.01%	323
2022 Q3	$17K	Sell	636 -104	-14%	-$3.23K	0.01%	349
2022 Q2	$23K	Sell	740 -20	-3%	-$676	0.01%	324
2022 Q1	$29K	Buy	760 +90	+13%	+$3.28K	0.01%	322
2021 Q4	$23K	Buy	+670	New	+$23.3K	0.01%	360
2021 Q3	–	Sell	-534	Closed	-$20K	–	545
2021 Q2	$20K	Buy	534 +276	+107%	+$10.7K	0.01%	353
2021 Q1	$10K	Buy	+258	New	+$9.33K	﹤0.01%	452

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

KB Financial Partners's USFD Position: Q3 2023 in Review

KB Financial Partners increased its US Foods (USFD) stake by 0.14% in Q3 2023, buying an estimated $870 and bringing the position to 15,342 shares worth $609K. The position accounts for 0.17% of the portfolio, ranked #74.

KB Financial Partners first reported a position in USFD in Q1 2021 and has held it in 10 quarters since. The position peaked at $674K in Q2 2023. 393 funds tracked by Wall St. Rank hold USFD as of Q3 2023.

KB Financial Partners held 15,342 shares of US Foods worth $609K as of Q3 2023.
KB Financial Partners bought 21 US Foods shares in Q3 2023, an estimated $870.
US Foods made up 0.17% of KB Financial Partners's portfolio in Q3 2023, its #74 holding.
KB Financial Partners first reported a position in US Foods in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's US Foods position peaked at $674K in Q2 2023.
393 funds tracked by Wall St. Rank held US Foods as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.