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RFP Financial Group’s US Foods USFD Stock Holding History

RFP 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
2023
Q4 		– Sell
-36
Closed -$1.43K – 998
2023
Q3 		$1.43K Hold
36
– – ﹤0.01% 717
2023
Q2 		$1.58K Hold
36
– – ﹤0.01% 742
2023
Q1 		$1.33K Hold
36
– – ﹤0.01% 589
2022
Q4 		$1.23K Buy
+36
New +$1.15K ﹤0.01% 750

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
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
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RFP Financial Group's USFD Position: Q4 2023 in Review

RFP Financial Group sold out of US Foods (USFD) in Q4 2023, closing a stake of 36 shares — an estimated $1.43K sold.

RFP Financial Group first reported a position in USFD in Q4 2022 and held it in 4 quarters. The position peaked at $1.58K in Q2 2023. 422 funds tracked by Wall St. Rank hold USFD as of Q4 2023.

  • RFP Financial Group reported no remaining US Foods position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 36 US Foods shares in Q4 2023, an estimated $1.43K.
  • RFP Financial Group first reported a position in US Foods in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's US Foods position peaked at $1.58K in Q2 2023.
  • 422 funds tracked by Wall St. Rank held US Foods as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.