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Tyler-Stone Wealth Management’s US Foods USFD Stock Holding History

Tyler-Stone Wealth 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
2022
Q1 		– Sell
-59
Closed -$2K – 953
2021
Q4 		$2K Buy
+59
New +$2.05K ﹤0.01% 823

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Tyler-Stone Wealth Management's USFD Position: Q1 2022 in Review

Tyler-Stone Wealth Management sold out of US Foods (USFD) in Q1 2022, closing a stake of 59 shares — an estimated $2K sold.

Tyler-Stone Wealth Management first reported a position in USFD in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 316 funds tracked by Wall St. Rank hold USFD as of Q1 2022.

  • Tyler-Stone Wealth Management reported no remaining US Foods position as of Q1 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 59 US Foods shares in Q1 2022, an estimated $2K.
  • Tyler-Stone Wealth Management first reported a position in US Foods in Q4 2021 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's US Foods position peaked at $2K in Q4 2021.
  • 316 funds tracked by Wall St. Rank held US Foods as of Q1 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.