Pathstone Family Office’s US Foods USFD Stock Holding History

Pathstone Family Office’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 Q3	$286K	Buy	+7,209	New	+$299K	﹤0.01%	1340
2019 Q2	–	Sell	-207	Closed	-$7K	–	901
2019 Q1	$7K	Hold	207	–	–	﹤0.01%	559
2018 Q4	$7K	Buy	+207	New	+$6.38K	﹤0.01%	361

Other funds holding USFD

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

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

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

SHCM

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

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

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Pathstone Family Office's USFD Position: Q3 2023 in Review

Pathstone Family Office opened a new position in US Foods (USFD) in Q3 2023: 7,209 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #1340 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in USFD as recently as Q1 2019.

Pathstone Family Office first reported a position in USFD in Q4 2018 and has held it in 3 quarters since. 393 funds tracked by Wall St. Rank hold USFD as of Q3 2023.

Pathstone Family Office held 7,209 shares of US Foods worth $286K as of Q3 2023.
US Foods was a new Pathstone Family Office position in Q3 2023.
US Foods made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1340 holding.
Pathstone Family Office first reported a position in US Foods in Q4 2018 and has held it in 3 quarters since.
393 funds tracked by Wall St. Rank held US Foods as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.