KIG
USFD icon

Kennedy Investment Group’s US Foods USFD Stock Holding History

Kennedy Investment Group’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
Q2 		– Sell
-16,454
Closed -$608K – 122
2023
Q1 		$608K Sell
16,454
-496
-3% -$18.4K 0.37% 70
2022
Q4 		$577K Buy
+16,950
New +$542K 0.37% 69

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kennedy Investment Group's USFD Position: Q2 2023 in Review

Kennedy Investment Group sold out of US Foods (USFD) in Q2 2023, closing a stake of 16,454 shares — an estimated $608K sold.

Kennedy Investment Group first reported a position in USFD in Q4 2022 and held it in 2 quarters. The position peaked at $608K in Q1 2023. 396 funds tracked by Wall St. Rank hold USFD as of Q2 2023.

  • Kennedy Investment Group reported no remaining US Foods position as of Q2 2023 after selling out during the quarter.
  • Kennedy Investment Group sold 16,454 US Foods shares in Q2 2023, an estimated $608K.
  • Kennedy Investment Group first reported a position in US Foods in Q4 2022 and held it in 2 quarters.
  • Kennedy Investment Group's US Foods position peaked at $608K in Q1 2023.
  • 396 funds tracked by Wall St. Rank held US Foods as of Q2 2023.

Based on Kennedy Investment Group's 13F filing for Q2 2023, filed 19 Jul 2023.