Steward Values Enhanced Small-Mid Cap Fund USFD Holdings History
Steward Values Enhanced Small-Mid Cap Fund's US Foods Holding Corp Holding Summary
As of 2025-04-30, Steward Values Enhanced Small-Mid Cap Fund held 16,244.00 shares of US Foods Holding Corp(USFD), totaling $1.07 Mil. This investment constitutes 0.63% of their stock portfolio, and Steward Values Enhanced Small-Mid Cap Fund now holds 0.01% of the outstanding US Foods Holding Corp(USFD) stock.
The initial trade took place in 2023Q2. And since then Steward Values Enhanced Small-Mid Cap Fund has made 4 purchases of USFD, at an average price of $42.05, for a total of 20,280.00 shares. In addition, there have been 1 sales at an average price of $51.00 for 4,036.00 shares. Based on historical transaction data and USFD's current price of $83.77, Steward Values Enhanced Small-Mid Cap Fund's estimated gain on his USFD holdings is $713,811.37, reflecting a 83.70% gain to date.
Steward Values Enhanced Small-Mid Cap Fund USFD ($83.77) Holding Chart
Steward Values Enhanced Small-Mid Cap Fund USFD ($83.77) 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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