Kovitz Investment Group Partners’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
3,795
+422
| +13% | +$32.5K | ﹤0.01% | 1145 |
|
|
2025
Q1 | $221K | Buy |
3,373
+226
| +7% | +$14.8K | ﹤0.01% | 1144 |
|
|
2024
Q4 | $212K | Buy |
+3,147
| New | +$212K | ﹤0.01% | 1146 |
|
|
2020
Q3 | – | Sell |
-98,000
| Closed | -$1.93M | – | 404 |
|
|
2020
Q2 | $1.93M | Buy |
98,000
+10,930
| +13% | +$215K | 0.06% | 188 |
|
|
2020
Q1 | $1.54M | Sell |
87,070
-577,944
| -87% | -$10.2M | 0.06% | 197 |
|
|
2019
Q4 | $27.9M | Sell |
665,014
-8,095
| -1% | -$339K | 0.81% | 36 |
|
|
2019
Q3 | $27.7M | Buy |
673,109
+50,922
| +8% | +$2.09M | 0.88% | 32 |
|
|
2019
Q2 | $22.3M | Sell |
622,187
-352,657
| -36% | -$12.6M | 0.7% | 33 |
|
|
2019
Q1 | $34M | Buy |
974,844
+177,724
| +22% | +$6.2M | 1.08% | 30 |
|
|
2018
Q4 | $31M | Buy |
+797,120
| New | +$31M | 1.22% | 29 |
|