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Schechter Investment Advisors’s US Foods USFD Stock Holding History

Schechter Investment 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
2025
Q1 		$838K Buy
12,806
+1,155
+10% +$78.9K 0.07% 258
2024
Q4 		$786K Sell
11,651
-395
-3% -$25.9K 0.06% 284
2024
Q3 		$741K Sell
12,046
-1,250
-9% -$70K 0.05% 315
2024
Q2 		$704K Buy
13,296
+1,107
+9% +$58.2K 0.05% 309
2024
Q1 		$658K Buy
12,189
+895
+8% +$44.1K 0.05% 330
2023
Q4 		$513K Sell
11,294
-50
-0.4% -$2.07K 0.04% 349
2023
Q3 		$450K Sell
11,344
-15
-0.1% -$622 0.04% 365
2023
Q2 		$500K Sell
11,359
-184
-2% -$7.3K 0.04% 387
2023
Q1 		$426K Buy
11,543
+205
+2% +$7.6K 0.04% 447
2022
Q4 		$386K Buy
11,338
+2,187
+24% +$70K 0.04% 567
2022
Q3 		$242K Buy
+9,151
New +$284K 0.02% 778
2022
Q2 		– Sell
-10,546
Closed -$397K – 1006
2022
Q1 		$397K Buy
10,546
+2,189
+26% +$79.8K 0.04% 606
2021
Q4 		$291K Buy
+8,357
New +$291K 0.03% 684

Other funds holding USFD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Schechter Investment Advisors's USFD Position: Q1 2025 in Review

Schechter Investment Advisors increased its US Foods (USFD) stake by 9.9% in Q1 2025, buying an estimated $78.9K and bringing the position to 12,806 shares worth $838K. The position accounts for 0.07% of the portfolio, ranked #258.

Schechter Investment Advisors first reported a position in USFD in Q4 2021 and has held it in 13 quarters since. 596 funds tracked by Wall St. Rank hold USFD as of Q1 2025.

  • Schechter Investment Advisors held 12,806 shares of US Foods worth $838K as of Q1 2025.
  • Schechter Investment Advisors bought 1,155 US Foods shares in Q1 2025, an estimated $78.9K.
  • US Foods made up 0.07% of Schechter Investment Advisors's portfolio in Q1 2025, its #258 holding.
  • Schechter Investment Advisors first reported a position in US Foods in Q4 2021 and has held it in 13 quarters since.
  • 596 funds tracked by Wall St. Rank held US Foods as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.