Reston Wealth Management’s US Foods USFD Stock Holding History

Reston Wealth 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
2024 Q4	–	Sell	-61	Closed	-$3.75K	–	414
2024 Q3	$3.75K	Buy	+61	New	+$3.41K	﹤0.01%	324

Other funds holding USFD

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Reston Wealth Management's USFD Position: Q4 2024 in Review

Reston Wealth Management sold out of US Foods (USFD) in Q4 2024, closing a stake of 61 shares — an estimated $3.75K sold.

Reston Wealth Management first reported a position in USFD in Q3 2024 and held it in 1 quarter. The position peaked at $3.75K in Q3 2024. 584 funds tracked by Wall St. Rank hold USFD as of Q4 2024.

Reston Wealth Management reported no remaining US Foods position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 61 US Foods shares in Q4 2024, an estimated $3.75K.
Reston Wealth Management first reported a position in US Foods in Q3 2024 and held it in 1 quarter.
Reston Wealth Management's US Foods position peaked at $3.75K in Q3 2024.
584 funds tracked by Wall St. Rank held US Foods as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.