Lenox Wealth Advisors’s US Foods USFD Stock Holding History

Lenox Wealth Advisors’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 Q1	$53K	Hold	1,500	–	–	0.01%	242
2021 Q4	$52K	Sell	1,500 -300	-17%	-$10.4K	0.01%	256
2021 Q3	$62K	Hold	1,800	–	–	0.01%	207
2021 Q2	$69K	Hold	1,800	–	–	0.01%	186
2021 Q1	$69K	Sell	1,800 -600	-25%	-$21.7K	0.01%	151
2020 Q4	$80K	Sell	2,400 -600	-20%	-$17.1K	0.01%	141
2020 Q3	$67K	Sell	3,000 -400	-12%	-$9K	0.01%	136
2020 Q2	$67K	Buy	3,400 +2,000	+143%	+$38.2K	0.01%	130
2020 Q1	$25K	Buy	1,400 +1,000	+250%	+$33.5K	﹤0.01%	226
2019 Q4	$17K	Hold	400	–	–	﹤0.01%	361
2019 Q3	$16K	Buy	+400	New	+$15.4K	﹤0.01%	317

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHCM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Lenox Wealth Advisors's USFD Position: Q1 2022 in Review

Lenox Wealth Advisors held its US Foods (USFD) position steady in Q1 2022 at 1,500 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #242.

Lenox Wealth Advisors first reported a position in USFD in Q3 2019 and has held it in 11 quarters since. The position peaked at $80K in Q4 2020. 317 funds tracked by Wall St. Rank hold USFD as of Q1 2022.

Lenox Wealth Advisors held 1,500 shares of US Foods worth $53K as of Q1 2022.
Lenox Wealth Advisors left its US Foods share count unchanged in Q1 2022.
US Foods made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #242 holding.
Lenox Wealth Advisors first reported a position in US Foods in Q3 2019 and has held it in 11 quarters since.
Lenox Wealth Advisors's US Foods position peaked at $80K in Q4 2020.
317 funds tracked by Wall St. Rank held US Foods as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.