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Valley National Advisers’s US Foods USFD Stock Holding History

Valley National Advisers’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
-75
Closed -$3K – 1135
2024
Q2 		$3K Hold
75
– – ﹤0.01% 859
2024
Q1 		$4K Buy
75
+5
+7% +$246 ﹤0.01% 842
2023
Q4 		$3K Buy
+70
New +$2.9K ﹤0.01% 901
2021
Q3 		– Sell
-47
Closed -$2K – 940
2021
Q2 		$2K Hold
47
– – ﹤0.01% 807
2021
Q1 		$2K Hold
47
– – ﹤0.01% 756
2020
Q4 		$2K Hold
47
– – ﹤0.01% 711
2020
Q3 		$1K Hold
47
– – ﹤0.01% 746
2020
Q2 		$1K Buy
+47
New +$899 ﹤0.01% 750

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 $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Valley National Advisers's USFD Position: Q3 2024 in Review

Valley National Advisers sold out of US Foods (USFD) in Q3 2024, closing a stake of 75 shares — an estimated $3K sold.

Valley National Advisers first reported a position in USFD in Q2 2020 and held it in 8 quarters. The position peaked at $4K in Q1 2024. 504 funds tracked by Wall St. Rank hold USFD as of Q3 2024.

  • Valley National Advisers reported no remaining US Foods position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 75 US Foods shares in Q3 2024, an estimated $3K.
  • Valley National Advisers first reported a position in US Foods in Q2 2020 and held it in 8 quarters.
  • Valley National Advisers's US Foods position peaked at $4K in Q1 2024.
  • 504 funds tracked by Wall St. Rank held US Foods as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.