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Stephens Inc’s US Foods USFD Stock Holding History

Stephens Inc’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
Q2 		– Sell
-4,956
Closed -$324K – 1319
2025
Q1 		$324K Sell
4,956
-598
-11% -$40.9K ﹤0.01% 963
2024
Q4 		$375K Sell
5,554
-463
-8% -$30.4K 0.01% 935
2024
Q3 		$370K Buy
6,017
+669
+13% +$37.4K 0.01% 940
2024
Q2 		$283K Buy
5,348
+337
+7% +$17.7K ﹤0.01% 1024
2024
Q1 		$270K Buy
+5,011
New +$247K ﹤0.01% 1044
2021
Q4 		– Sell
-20,783
Closed -$720K – 1413
2021
Q3 		$720K Buy
20,783
+14,568
+234% +$500K 0.01% 746
2021
Q2 		$238K Sell
6,215
-26
-0.4% -$1.01K ﹤0.01% 1137
2021
Q1 		$238K Sell
6,241
-2,073
-25% -$74.9K ﹤0.01% 1104
2020
Q4 		$277K Buy
+8,314
New +$237K 0.01% 960

Other funds holding USFD

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return