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StrategIQ Financial Group’s US Foods USFD Stock Holding History

StrategIQ 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
Q4 		$723K Hold
15,932
– – 0.08% 174
2023
Q3 		$633K Buy
15,932
+86
+0.5% +$3.56K 0.07% 182
2023
Q2 		$697K Buy
+15,846
New +$629K 0.08% 176

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

StrategIQ Financial Group's USFD Position: Q4 2023 in Review

StrategIQ Financial Group held its US Foods (USFD) position steady in Q4 2023 at 15,932 shares worth $723K. The position accounts for 0.08% of the portfolio, ranked #174.

StrategIQ Financial Group first reported a position in USFD in Q2 2023 and has held it in 3 quarters since. 422 funds tracked by Wall St. Rank hold USFD as of Q4 2023.

  • StrategIQ Financial Group held 15,932 shares of US Foods worth $723K as of Q4 2023.
  • StrategIQ Financial Group left its US Foods share count unchanged in Q4 2023.
  • US Foods made up 0.08% of StrategIQ Financial Group's portfolio in Q4 2023, its #174 holding.
  • StrategIQ Financial Group first reported a position in US Foods in Q2 2023 and has held it in 3 quarters since.
  • 422 funds tracked by Wall St. Rank held US Foods as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.