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Professional Financial Advisors’s US Foods USFD Stock Holding History

Professional 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
2022
Q4 		– Sell
-100
Closed -$3K – 437
2022
Q3 		$3K Hold
100
– – ﹤0.01% 417
2022
Q2 		$3K Hold
100
– – ﹤0.01% 411
2022
Q1 		$4K Hold
100
– – ﹤0.01% 398
2021
Q4 		$3K Hold
100
– – ﹤0.01% 416
2021
Q3 		$3K Sell
100
-25
-20% -$858 ﹤0.01% 357
2021
Q2 		$5K Hold
125
– – ﹤0.01% 330
2021
Q1 		$5K Hold
125
– – ﹤0.01% 294
2020
Q4 		$4K Hold
125
– – ﹤0.01% 307
2020
Q3 		$3K Buy
+125
New +$2.81K ﹤0.01% 305

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
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Professional Financial Advisors's USFD Position: Q4 2022 in Review

Professional Financial Advisors sold out of US Foods (USFD) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

Professional Financial Advisors first reported a position in USFD in Q3 2020 and held it in 9 quarters. The position peaked at $5K in Q2 2021. 318 funds tracked by Wall St. Rank hold USFD as of Q4 2022.

  • Professional Financial Advisors reported no remaining US Foods position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 100 US Foods shares in Q4 2022, an estimated $3K.
  • Professional Financial Advisors first reported a position in US Foods in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's US Foods position peaked at $5K in Q2 2021.
  • 318 funds tracked by Wall St. Rank held US Foods as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.