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Resurgent Financial Advisors’s US Foods USFD Stock Holding History

Resurgent 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
2023
Q3 		– Sell
-497
Closed -$21.9K – 526
2023
Q2 		$21.9K Buy
+497
New +$19.7K 0.01% 489

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Resurgent Financial Advisors's USFD Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of US Foods (USFD) in Q3 2023, closing a stake of 497 shares — an estimated $21.9K sold.

Resurgent Financial Advisors first reported a position in USFD in Q2 2023 and held it in 1 quarter. The position peaked at $21.9K in Q2 2023. 393 funds tracked by Wall St. Rank hold USFD as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining US Foods position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 497 US Foods shares in Q3 2023, an estimated $21.9K.
  • Resurgent Financial Advisors first reported a position in US Foods in Q2 2023 and held it in 1 quarter.
  • Resurgent Financial Advisors's US Foods position peaked at $21.9K in Q2 2023.
  • 393 funds tracked by Wall St. Rank held US Foods as of Q3 2023.

Based on Resurgent Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.