TCI Wealth Advisors’s US Foods USFD Stock Holding History

TCI Wealth Advisors’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	-689	Closed	-$25.5K	–	2133
2023 Q1	$25.5K	Buy	689 +148	+27%	+$5.49K	﹤0.01%	621
2022 Q4	$18.4K	Sell	541 -346	-39%	-$11.1K	﹤0.01%	737
2022 Q3	$23K	Buy	887 +338	+62%	+$10.5K	﹤0.01%	608
2022 Q2	$17K	Buy	549 +5	+0.9%	+$169	﹤0.01%	718
2022 Q1	$20K	Hold	544	–	–	﹤0.01%	705
2021 Q4	$19K	Hold	544	–	–	﹤0.01%	746
2021 Q3	$19K	Buy	544 +17	+3%	+$583	﹤0.01%	721
2021 Q2	$20K	Buy	527 +130	+33%	+$5.04K	﹤0.01%	624
2021 Q1	$15K	Hold	397	–	–	0.01%	672
2020 Q4	$13K	Buy	397 +36	+10%	+$1.03K	0.01%	591
2020 Q3	$8K	Buy	361 +12	+3%	+$270	﹤0.01%	650
2020 Q2	$7K	Buy	349 +130	+59%	+$2.49K	﹤0.01%	671
2020 Q1	$4K	Sell	219 -689	-76%	-$23.1K	﹤0.01%	799
2019 Q4	$38K	Buy	908 +881	+3,263%	+$35.4K	0.01%	438
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	1398
2019 Q2	$1K	Hold	27	–	–	﹤0.01%	1314
2019 Q1	$1K	Hold	27	–	–	﹤0.01%	1318
2018 Q4	$1K	Buy	27 +14	+108%	+$432	﹤0.01%	1324
2018 Q3	$0	Buy	+13	New	+$449	﹤0.01%	1587

Other funds holding USFD

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return