Washington Trust Advisors’s US Foods USFD Stock Holding History

Washington Trust 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	-95	Closed	-$3.51K	–	768
2023 Q1	$3.51K	Hold	95	–	–	﹤0.01%	668
2022 Q4	$3.23K	Hold	95	–	–	﹤0.01%	672
2022 Q3	$3K	Buy	95 +3	+3%	+$93	﹤0.01%	824
2022 Q2	$3K	Hold	92	–	–	﹤0.01%	845
2022 Q1	$3K	Buy	92 +14	+18%	+$510	﹤0.01%	917
2021 Q4	$3K	Buy	+78	New	+$2.71K	﹤0.01%	943

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Washington Trust Advisors's USFD Position: Q2 2023 in Review

Washington Trust Advisors sold out of US Foods (USFD) in Q2 2023, closing a stake of 95 shares — an estimated $3.51K sold.

Washington Trust Advisors first reported a position in USFD in Q4 2021 and held it in 6 quarters. The position peaked at $3.51K in Q1 2023. 396 funds tracked by Wall St. Rank hold USFD as of Q2 2023.

Washington Trust Advisors reported no remaining US Foods position as of Q2 2023 after selling out during the quarter.
Washington Trust Advisors sold 95 US Foods shares in Q2 2023, an estimated $3.51K.
Washington Trust Advisors first reported a position in US Foods in Q4 2021 and held it in 6 quarters.
Washington Trust Advisors's US Foods position peaked at $3.51K in Q1 2023.
396 funds tracked by Wall St. Rank held US Foods as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.