TD Ameritrade Investment Management’s US Foods USFD Stock Holding History

TD Ameritrade Investment Management’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	–	Sell	-314	Closed	-$14K	–	462
2023 Q2	$14K	Sell	314 -105	-25%	-$4.17K	﹤0.01%	322
2023 Q1	$15K	Sell	419 -174	-29%	-$6.45K	﹤0.01%	339
2022 Q4	$20K	Buy	593 +541	+1,040%	+$17.3K	﹤0.01%	325
2022 Q3	$1K	Hold	52	–	–	﹤0.01%	572
2022 Q2	$2K	Sell	52 -272	-84%	-$9.2K	﹤0.01%	561
2022 Q1	$12K	Hold	324	–	–	﹤0.01%	477
2021 Q4	$11K	Buy	+324	New	+$11.3K	﹤0.01%	481
2020 Q3	–	Sell	-1,972	Closed	-$39K	–	655
2020 Q2	$39K	Sell	1,972 -538	-21%	-$10.3K	﹤0.01%	339
2020 Q1	$44K	Buy	2,510 +775	+45%	+$26K	﹤0.01%	305
2019 Q4	$73K	Buy	1,735 +668	+63%	+$26.8K	﹤0.01%	275
2019 Q3	$44K	Buy	+1,067	New	+$41.2K	﹤0.01%	305

Other funds holding USFD

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 $5.72T 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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

TD Ameritrade Investment Management's USFD Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of US Foods (USFD) in Q3 2023, closing a stake of 314 shares — an estimated $14K sold.

TD Ameritrade Investment Management first reported a position in USFD in Q3 2019 and held it in 11 quarters. The position peaked at $73K in Q4 2019. 393 funds tracked by Wall St. Rank hold USFD as of Q3 2023.

TD Ameritrade Investment Management reported no remaining US Foods position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 314 US Foods shares in Q3 2023, an estimated $14K.
TD Ameritrade Investment Management first reported a position in US Foods in Q3 2019 and held it in 11 quarters.
TD Ameritrade Investment Management's US Foods position peaked at $73K in Q4 2019.
393 funds tracked by Wall St. Rank held US Foods as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.