Number of Shares
130,961.00
Current Holdings Value*
$8.83 Mil
% of Portfolio
2.23%
Total Estimate Gain
$5.83 Mil
% of Total Estimate Gain
67.29%

Small-Cap Growth Portfolio's US Foods Holding Corp Holding Summary

As of 2024-12-31, Small-Cap Growth Portfolio held 130,961.00 shares of US Foods Holding Corp(USFD), totaling $8.83 Mil. This investment constitutes 2.23% of their stock portfolio, and Small-Cap Growth Portfolio now holds 0.06% of the outstanding US Foods Holding Corp(USFD) stock.

The initial trade took place in 2023Q2. And since then Small-Cap Growth Portfolio has made 4 purchases of USFD, at an average price of $47.17, for a total of 183,837.00 shares. In addition, there have been 2 sales at an average price of $64.72 for 52,876.00 shares. Based on historical transaction data and USFD's current price of $84.64, Small-Cap Growth Portfolio's estimated gain on his USFD holdings is $5.83 Mil, reflecting a 67.29% gain to date.

Small-Cap Growth Portfolio USFD ($84.64) Holding Chart

Small-Cap Growth Portfolio USFD ($84.64) 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 %

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