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TFO Wealth Partners’s US Foods USFD Stock Holding History

TFO Wealth Partners’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 		– Sell
-4
Closed -$176 – 1090
2023
Q3 		$176 Buy
+4
New +$166 ﹤0.01% 865
2023
Q1 		– Sell
-9
Closed -$3.2K – 921
2022
Q4 		$3.2K Buy
+9
New +$288 ﹤0.01% 207
2022
Q3 		– Sell
-186
Closed -$6K – 479
2022
Q2 		$6K Buy
+186
New +$6.29K ﹤0.01% 203

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TFO Wealth Partners's USFD Position: Q4 2023 in Review

TFO Wealth Partners sold out of US Foods (USFD) in Q4 2023, closing a stake of 4 shares — an estimated $176 sold.

TFO Wealth Partners first reported a position in USFD in Q2 2022 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 422 funds tracked by Wall St. Rank hold USFD as of Q4 2023.

  • TFO Wealth Partners reported no remaining US Foods position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 4 US Foods shares in Q4 2023, an estimated $176.
  • TFO Wealth Partners first reported a position in US Foods in Q2 2022 and held it in 3 quarters.
  • TFO Wealth Partners's US Foods position peaked at $6K in Q2 2022.
  • 422 funds tracked by Wall St. Rank held US Foods as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.