Wipfli Financial Advisors’s US Foods USFD Stock Holding History

Wipfli Financial 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
2022 Q3	$10K	Buy	+365	New	+$11.3K	﹤0.01%	1858

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

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

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

CCP

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

Wipfli Financial Advisors's USFD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in US Foods (USFD) in Q3 2022: 365 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1858 among its holdings.

302 funds tracked by Wall St. Rank hold USFD as of Q3 2022.

Wipfli Financial Advisors held 365 shares of US Foods worth $10K as of Q3 2022.
US Foods was a new Wipfli Financial Advisors position in Q3 2022.
US Foods made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1858 holding.
302 funds tracked by Wall St. Rank held US Foods as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.