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Patriot Financial Group Insurance Agency’s US Foods USFD Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-131
Closed -$4K – 1863
2022
Q2 		$4K Sell
131
-90
-41% -$3.04K ﹤0.01% 1586
2022
Q1 		$8K Buy
221
+146
+195% +$5.32K ﹤0.01% 1464
2021
Q4 		$3K Sell
75
-72
-49% -$2.51K ﹤0.01% 1889
2021
Q3 		$5K Buy
147
+87
+145% +$2.98K ﹤0.01% 1719
2021
Q2 		$2K Buy
60
+48
+400% +$1.86K ﹤0.01% 1917
2021
Q1 		$0 Buy
+12
New +$434 ﹤0.01% 2077

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Patriot Financial Group Insurance Agency's USFD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of US Foods (USFD) in Q3 2022, closing a stake of 131 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in USFD in Q1 2021 and held it in 6 quarters. The position peaked at $8K in Q1 2022. 302 funds tracked by Wall St. Rank hold USFD as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining US Foods position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 131 US Foods shares in Q3 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in US Foods in Q1 2021 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's US Foods position peaked at $8K in Q1 2022.
  • 302 funds tracked by Wall St. Rank held US Foods as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.