Number of Shares
8,549.00
Current Holdings Value*
$612,790.00
% of Portfolio
0.58%
Total Estimate Gain
$415,804.31
% of Total Estimate Gain
107.09%

S&P MidCap Index Fund's US Foods Holding Corp Holding Summary

As of 2025-02-28, SHELTON FUNDS held 8,549.00 shares of US Foods Holding Corp(USFD), totaling $612,790.00. This investment constitutes 0.58% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding US Foods Holding Corp(USFD) stock.

The initial trade took place in 2023Q2. And since then S&P MidCap Index Fund has made 1 purchases of USFD, at an average price of $37.77, for a total of 10,280.00 shares. In addition, there have been 4 sales at an average price of $53.91 for 1,731.00 shares. Based on historical transaction data and USFD's current price of $83.14, S&P MidCap Index Fund's estimated gain on his USFD holdings is $415,804.31, reflecting a 107.09% gain to date.

S&P MidCap Index Fund USFD ($83.14) Holding Chart

S&P MidCap Index Fund USFD ($83.14) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1