WT
USFD icon

Whittier Trust’s US Foods USFD Stock Holding History

Whittier Trust’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
-3
Closed -$119 – 1679
2023
Q3 		$119 Buy
+3
New +$124 ﹤0.01% 1649
2022
Q4 		– Sell
-180
Closed -$5K – 1730
2022
Q3 		$5K Hold
180
– – ﹤0.01% 1457
2022
Q2 		$6K Sell
180
-460
-72% -$15.6K ﹤0.01% 1412
2022
Q1 		$24K Buy
640
+180
+39% +$6.56K ﹤0.01% 1161
2021
Q4 		$16K Hold
460
– – ﹤0.01% 1238
2021
Q3 		$16K Hold
460
– – ﹤0.01% 1179
2021
Q2 		$18K Hold
460
– – ﹤0.01% 1176
2021
Q1 		$18K Hold
460
– – ﹤0.01% 1153
2020
Q4 		$15K Buy
460
+253
+122% +$7.22K ﹤0.01% 1106
2020
Q3 		$5K Hold
207
– – ﹤0.01% 1244
2020
Q2 		$4K Hold
207
– – ﹤0.01% 1213
2020
Q1 		$4K Hold
207
– – ﹤0.01% 1273
2019
Q4 		$9K Buy
+207
New +$8.31K ﹤0.01% 1150

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return