WAM
USFD icon

Wealthspire Advisors (Maryland)’s US Foods USFD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-239
Closed -$8K – 1998
2019
Q1 		$8K Sell
239
-15
-6% -$515 ﹤0.01% 1641
2018
Q4 		$8K Buy
254
+187
+279% +$5.77K ﹤0.01% 1571
2018
Q3 		$2K Hold
67
– – ﹤0.01% 2202
2018
Q2 		$3K Sell
67
-229
-77% -$8.11K ﹤0.01% 2060
2018
Q1 		$10K Buy
296
+229
+342% +$7.49K ﹤0.01% 1582
2017
Q4 		$2K Buy
+67
New +$1.9K ﹤0.01% 2179
2017
Q3 		– Sell
-8
Closed – – 2482
2017
Q2 		$0 Hold
8
– – ﹤0.01% 2287
2017
Q1 		$0 Buy
+8
New +$217 ﹤0.01% 2024

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.3B AUM 46.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return