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New England Capital Financial Advisors’s US Foods USFD Stock Holding History

New England Capital 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
2023
Q4 		– Sell
-50
Closed -$1.99K – 409
2023
Q3 		$1.99K Hold
50
– – ﹤0.01% 318
2023
Q2 		$2.2K Sell
50
-50
-50% -$1.98K ﹤0.01% 308
2023
Q1 		$3.69K Hold
100
– – ﹤0.01% 314
2022
Q4 		$3.66K Buy
+100
New +$3.2K ﹤0.01% 317

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

New England Capital Financial Advisors's USFD Position: Q4 2023 in Review

New England Capital Financial Advisors sold out of US Foods (USFD) in Q4 2023, closing a stake of 50 shares — an estimated $1.99K sold.

New England Capital Financial Advisors first reported a position in USFD in Q4 2022 and held it in 4 quarters. The position peaked at $3.69K in Q1 2023. 422 funds tracked by Wall St. Rank hold USFD as of Q4 2023.

  • New England Capital Financial Advisors reported no remaining US Foods position as of Q4 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 50 US Foods shares in Q4 2023, an estimated $1.99K.
  • New England Capital Financial Advisors first reported a position in US Foods in Q4 2022 and held it in 4 quarters.
  • New England Capital Financial Advisors's US Foods position peaked at $3.69K in Q1 2023.
  • 422 funds tracked by Wall St. Rank held US Foods as of Q4 2023.

Based on New England Capital Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.