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LGT Financial Advisors’s US Foods USFD Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-213
Closed -$14.4K – 706
2024
Q4 		$14.4K Hold
213
– – 0.03% 378
2024
Q3 		$13.1K Hold
213
– – 0.03% 365
2024
Q2 		$11.3K Hold
213
– – 0.02% 440
2024
Q1 		$11.5K Hold
213
– – 0.01% 471
2023
Q4 		$9.67K Hold
213
– – 0.01% 495
2023
Q3 		$8.46K Buy
+213
New +$8.83K 0.01% 512

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LGT Financial Advisors's USFD Position: Q1 2025 in Review

LGT Financial Advisors sold out of US Foods (USFD) in Q1 2025, closing a stake of 213 shares — an estimated $14.4K sold.

LGT Financial Advisors first reported a position in USFD in Q3 2023 and held it in 6 quarters. The position peaked at $14.4K in Q4 2024. 596 funds tracked by Wall St. Rank hold USFD as of Q1 2025.

  • LGT Financial Advisors reported no remaining US Foods position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 213 US Foods shares in Q1 2025, an estimated $14.4K.
  • LGT Financial Advisors first reported a position in US Foods in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's US Foods position peaked at $14.4K in Q4 2024.
  • 596 funds tracked by Wall St. Rank held US Foods as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.