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Schubert & Co’s US Foods USFD Stock Holding History

Schubert & Co’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
Q2 		– Sell
-154
Closed -$5.69K – 1449
2023
Q1 		$5.69K Buy
154
+24
+18% +$890 0.01% 401
2022
Q4 		$4.42K Buy
130
+80
+160% +$2.56K ﹤0.01% 482
2022
Q3 		$1K Sell
50
-29
-37% -$900 ﹤0.01% 1288
2022
Q2 		$2K Buy
79
+27
+52% +$913 ﹤0.01% 906
2022
Q1 		$2K Buy
52
+17
+49% +$620 ﹤0.01% 508
2021
Q4 		$1K Buy
+35
New +$1.22K ﹤0.01% 898

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 $5.7T 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 $653B AUM 32.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return