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SYSTM Wealth Solutions’s US Foods USFD Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-49
Closed -$2.6K – 607
2024
Q2 		$2.6K Sell
49
-6,254
-99% -$329K ﹤0.01% 606
2024
Q1 		$340K Sell
6,303
-794
-11% -$39.1K 0.04% 329
2023
Q4 		$322K Buy
7,097
+144
+2% +$5.96K 0.04% 323
2023
Q3 		$276K Sell
6,953
-103
-1% -$4.27K 0.04% 381
2023
Q2 		$310K Buy
7,056
+909
+15% +$36.1K 0.04% 385
2023
Q1 		$227K Buy
+6,147
New +$228K 0.04% 426

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

SYSTM Wealth Solutions's USFD Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of US Foods (USFD) in Q3 2024, closing a stake of 49 shares — an estimated $2.6K sold.

SYSTM Wealth Solutions first reported a position in USFD in Q1 2023 and held it in 6 quarters. The position peaked at $340K in Q1 2024. 504 funds tracked by Wall St. Rank hold USFD as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining US Foods position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 49 US Foods shares in Q3 2024, an estimated $2.6K.
  • SYSTM Wealth Solutions first reported a position in US Foods in Q1 2023 and held it in 6 quarters.
  • SYSTM Wealth Solutions's US Foods position peaked at $340K in Q1 2024.
  • 504 funds tracked by Wall St. Rank held US Foods as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.