SC
USFD icon

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 $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
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schubert & Co's USFD Position: Q2 2023 in Review

Schubert & Co sold out of US Foods (USFD) in Q2 2023, closing a stake of 154 shares — an estimated $5.69K sold.

Schubert & Co first reported a position in USFD in Q4 2021 and held it in 6 quarters. The position peaked at $5.69K in Q1 2023. 396 funds tracked by Wall St. Rank hold USFD as of Q2 2023.

  • Schubert & Co reported no remaining US Foods position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 154 US Foods shares in Q2 2023, an estimated $5.69K.
  • Schubert & Co first reported a position in US Foods in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's US Foods position peaked at $5.69K in Q1 2023.
  • 396 funds tracked by Wall St. Rank held US Foods as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.