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Sandia Investment Management’s US Foods USFD Stock Holding History

Sandia Investment 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
Q1 		– Sell
-2,449
Closed -$111K – 167
2023
Q4 		$111K Sell
2,449
-2,551
-51% -$106K 0.08% 101
2023
Q3 		$199K Hold
5,000
– – 0.05% 118
2023
Q2 		$220K Buy
+5,000
New +$198K 0.05% 118

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Sandia Investment Management's USFD Position: Q1 2024 in Review

Sandia Investment Management sold out of US Foods (USFD) in Q1 2024, closing a stake of 2,449 shares — an estimated $111K sold.

Sandia Investment Management first reported a position in USFD in Q2 2023 and held it in 3 quarters. The position peaked at $220K in Q2 2023. 441 funds tracked by Wall St. Rank hold USFD as of Q1 2024.

  • Sandia Investment Management reported no remaining US Foods position as of Q1 2024 after selling out during the quarter.
  • Sandia Investment Management sold 2,449 US Foods shares in Q1 2024, an estimated $111K.
  • Sandia Investment Management first reported a position in US Foods in Q2 2023 and held it in 3 quarters.
  • Sandia Investment Management's US Foods position peaked at $220K in Q2 2023.
  • 441 funds tracked by Wall St. Rank held US Foods as of Q1 2024.

Based on Sandia Investment Management's 13F filing for Q1 2024, filed 15 May 2024.