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Lee Financial’s US Foods USFD Stock Holding History

Lee Financial’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
2022
Q3 		– Sell
-5
Closed – – 1022
2022
Q2 		$0 Buy
+5
New +$169 ﹤0.01% 1004

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lee Financial's USFD Position: Q3 2022 in Review

Lee Financial sold out of US Foods (USFD) in Q3 2022, closing a stake of 5 shares.

Lee Financial first reported a position in USFD in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 301 funds tracked by Wall St. Rank hold USFD as of Q3 2022.

  • Lee Financial reported no remaining US Foods position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 5 US Foods shares in Q3 2022.
  • Lee Financial first reported a position in US Foods in Q2 2022 and held it in 1 quarter.
  • Lee Financial's US Foods position peaked at $0 in Q2 2022.
  • 301 funds tracked by Wall St. Rank held US Foods as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.