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Baystate Wealth Management LLC

SEC CIK
0001546408
Latest filing
Jan 29, 2024

USFD holding history

US Foods Holding Corp. in every 13F filed by Baystate Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USFD overviewAll 13F holders of USFDFull Q4 2023 holdings

Shares (Q4 2023)
11
Value
$500
% of portfolio
<0.1%
Quarters held
4
Since Q1 2021
Holdings of USFD by Baystate Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202311$500<0.1%+11NewHolders
Q4 20210$00.0%−492−100.0%Sold outHolders
Q3 2021492$17.0K<0.1%00.0%UnchangedHolders
Q2 2021492$19.0K<0.1%00.0%UnchangedHolders
Q1 2021492$19.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.