Liontrust Investment Partners’s US Foods USFD Stock Holding History

Liontrust Investment Partners’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	-14,361	Closed	-$969K	–	268
2024 Q4	$969K	Sell	14,361 -34,276	-70%	-$2.25M	0.01%	173
2024 Q3	$2.58M	Hold	48,637	–	–	0.04%	138
2024 Q2	$2.58M	Sell	48,637 -405,949	-89%	-$21.4M	0.04%	138
2024 Q1	$24.5M	Sell	454,586 -38,276	-8%	-$1.89M	0.34%	55
2023 Q4	$22.4M	Sell	492,862 -34,481	-7%	-$1.43M	0.32%	57
2023 Q3	$20.9M	Buy	527,343 +203,399	+63%	+$8.43M	0.33%	57
2023 Q2	$14.3M	Sell	323,944 -67,652	-17%	-$2.68M	0.21%	70
2023 Q1	$14.5M	Buy	+391,596	New	+$14.5M	0.21%	78
2022 Q4	–	Sell	-209,335	Closed	-$5.53M	–	244
2022 Q3	$5.53M	Sell	209,335 -178,563	-46%	-$5.54M	0.09%	128
2022 Q2	$11.9M	Buy	+387,898	New	+$13.1M	0.17%	78

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 $3.38T AUM 44.17% 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

Liontrust Investment Partners's USFD Position: Q1 2025 in Review

Liontrust Investment Partners sold out of US Foods (USFD) in Q1 2025, closing a stake of 14,361 shares — an estimated $969K sold.

Liontrust Investment Partners first reported a position in USFD in Q2 2022 and held it in 10 quarters. The position peaked at $24.5M in Q1 2024. 596 funds tracked by Wall St. Rank hold USFD as of Q1 2025.

Liontrust Investment Partners reported no remaining US Foods position as of Q1 2025 after selling out during the quarter.
Liontrust Investment Partners sold 14,361 US Foods shares in Q1 2025, an estimated $969K.
Liontrust Investment Partners first reported a position in US Foods in Q2 2022 and held it in 10 quarters.
Liontrust Investment Partners's US Foods position peaked at $24.5M in Q1 2024.
596 funds tracked by Wall St. Rank held US Foods as of Q1 2025.

Based on Liontrust Investment Partners's 13F filing for Q1 2025, filed 13 May 2025.