Kula Investments’s US Foods USFD Stock Holding History

Kula Investments’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 Q1	$1.25M	Buy	+33,907	New	+$1.26M	0.31%	71

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

SHCM

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

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Kula Investments's USFD Position: Q1 2023 in Review

Kula Investments opened a new position in US Foods (USFD) in Q1 2023: 33,907 shares worth $1.25M. The stake represents 0.31% of the portfolio and ranks #71 among its holdings.

355 funds tracked by Wall St. Rank hold USFD as of Q1 2023.

Kula Investments held 33,907 shares of US Foods worth $1.25M as of Q1 2023.
US Foods was a new Kula Investments position in Q1 2023.
US Foods made up 0.31% of Kula Investments's portfolio in Q1 2023, its #71 holding.
355 funds tracked by Wall St. Rank held US Foods as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.