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Steward Financial Group’s US Foods USFD Stock Holding History

Steward Financial Group’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
Q3 		$8K Buy
+202
New +$8.37K ﹤0.01% 471
2022
Q3 		– Sell
-8
Closed – – 1255
2022
Q2 		$0 Buy
+8
New +$271 ﹤0.01% 1387

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 $5.72T 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 $1.02T AUM 30.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Steward Financial Group's USFD Position: Q3 2023 in Review

Steward Financial Group opened a new position in US Foods (USFD) in Q3 2023: 202 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in USFD as recently as Q2 2022.

Steward Financial Group first reported a position in USFD in Q2 2022 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold USFD as of Q3 2023.

  • Steward Financial Group held 202 shares of US Foods worth $8K as of Q3 2023.
  • US Foods was a new Steward Financial Group position in Q3 2023.
  • US Foods made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #471 holding.
  • Steward Financial Group first reported a position in US Foods in Q2 2022 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held US Foods as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.