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Occudo Quantitative Strategies’s US Foods USFD Stock Holding History

Occudo Quantitative Strategies’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
-42,387
Closed -$1.68M – 1218
2023
Q3 		$1.68M Buy
42,387
+32,170
+315% +$1.33M 0.22% 124
2023
Q2 		$450K Buy
+10,217
New +$405K 0.05% 592
2022
Q4 		– Sell
-45,266
Closed -$1.2M – 1396
2022
Q3 		$1.2M Buy
+45,266
New +$1.41M 0.09% 336
2022
Q1 		– Sell
-28,832
Closed -$1M – 1341
2021
Q4 		$1M Sell
28,832
-263
-0.9% -$9.15K 0.09% 356
2021
Q3 		$1.01M Buy
+29,095
New +$998K 0.12% 277

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

Occudo Quantitative Strategies's USFD Position: Q4 2023 in Review

Occudo Quantitative Strategies sold out of US Foods (USFD) in Q4 2023, closing a stake of 42,387 shares — an estimated $1.68M sold.

Occudo Quantitative Strategies first reported a position in USFD in Q3 2021 and held it in 5 quarters. The position peaked at $1.68M in Q3 2023. 422 funds tracked by Wall St. Rank hold USFD as of Q4 2023.

  • Occudo Quantitative Strategies reported no remaining US Foods position as of Q4 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 42,387 US Foods shares in Q4 2023, an estimated $1.68M.
  • Occudo Quantitative Strategies first reported a position in US Foods in Q3 2021 and held it in 5 quarters.
  • Occudo Quantitative Strategies's US Foods position peaked at $1.68M in Q3 2023.
  • 422 funds tracked by Wall St. Rank held US Foods as of Q4 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2023, filed 14 Feb 2024.