PAX Financial Group’s US Foods USFD Stock Holding History

PAX Financial Group’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	-10,387	Closed	-$701K	–	261
2024 Q4	$701K	Sell	10,387 -388	-4%	-$25.5K	0.13%	138
2024 Q3	$663K	Sell	10,775 -823	-7%	-$46.1K	0.12%	147
2024 Q2	$614K	Sell	11,598 -2,058	-15%	-$108K	0.12%	150
2024 Q1	$737K	Sell	13,656 -581	-4%	-$28.6K	0.15%	122
2023 Q4	$669K	Sell	14,237 -862	-6%	-$35.7K	0.14%	144
2023 Q3	$599K	Buy	15,099 +372	+3%	+$15.4K	0.14%	140
2023 Q2	$648K	Buy	14,727 +716	+5%	+$28.4K	0.15%	126
2023 Q1	$518K	Sell	14,011 -1,385	-9%	-$51.3K	0.12%	142
2022 Q4	$524K	Buy	+15,396	New	+$492K	0.13%	126

Other funds holding USFD

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Boston Partners

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return