Rappaport Reiches Capital Management’s US Foods USFD Stock Holding History

Rappaport Reiches Capital Management’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	-5,972	Closed	-$237K	–	86
2023 Q3	$237K	Buy	5,972 +68	+1%	+$2.82K	0.1%	64
2023 Q2	$260K	Sell	5,904 -3,975	-40%	-$158K	0.11%	65
2023 Q1	$365K	Buy	9,879 +404	+4%	+$15K	0.16%	57
2022 Q4	$322K	Buy	9,475 +60	+0.6%	+$1.92K	0.16%	55
2022 Q3	$249K	Buy	9,415 +83	+0.9%	+$2.58K	0.13%	61
2022 Q2	$286K	Buy	9,332 +184	+2%	+$6.22K	0.14%	58
2022 Q1	$344K	Buy	+9,148	New	+$333K	0.18%	51

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Rappaport Reiches Capital Management's USFD Position: Q4 2023 in Review

Rappaport Reiches Capital Management sold out of US Foods (USFD) in Q4 2023, closing a stake of 5,972 shares — an estimated $237K sold.

Rappaport Reiches Capital Management first reported a position in USFD in Q1 2022 and held it in 7 quarters. The position peaked at $365K in Q1 2023. 422 funds tracked by Wall St. Rank hold USFD as of Q4 2023.

Rappaport Reiches Capital Management reported no remaining US Foods position as of Q4 2023 after selling out during the quarter.
Rappaport Reiches Capital Management sold 5,972 US Foods shares in Q4 2023, an estimated $237K.
Rappaport Reiches Capital Management first reported a position in US Foods in Q1 2022 and held it in 7 quarters.
Rappaport Reiches Capital Management's US Foods position peaked at $365K in Q1 2023.
422 funds tracked by Wall St. Rank held US Foods as of Q4 2023.

Based on Rappaport Reiches Capital Management's 13F filing for Q4 2023, filed 24 Jan 2024.