Lee, Danner & Bass’s US Foods USFD Stock Holding History

Lee, Danner & Bass’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 Q1	–	Sell	-20	Closed	-$1.35K	–	674
2024 Q4	$1.35K	Buy	+20	New	+$1.31K	﹤0.01%	704

Other funds holding USFD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lee, Danner & Bass's USFD Position: Q1 2025 in Review

Lee, Danner & Bass sold out of US Foods (USFD) in Q1 2025, closing a stake of 20 shares — an estimated $1.35K sold.

Lee, Danner & Bass first reported a position in USFD in Q4 2024 and held it in 1 quarter. The position peaked at $1.35K in Q4 2024. 596 funds tracked by Wall St. Rank hold USFD as of Q1 2025.

Lee, Danner & Bass reported no remaining US Foods position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 20 US Foods shares in Q1 2025, an estimated $1.35K.
Lee, Danner & Bass first reported a position in US Foods in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's US Foods position peaked at $1.35K in Q4 2024.
596 funds tracked by Wall St. Rank held US Foods as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.