Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 6 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in US FOODS HLDG CORP (USFD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 8,095 | — | 0% | 0.07% | $620K | $76.62 |
| 2025 Q2 | REDUCED | 8,095 | -2,696 | -25.0% | 0.07% | $623K | $77.01 |
| 2025 Q1 | ADDED | 10,791 | +2,233 | +26.1% | 0.09% | $706K | $65.46 |
| 2024 Q4 | ADDED | 8,558 | +2,424 | +39.5% | 0.07% | $577K | $67.46 |
As of 2025 Q4 — sorted by position size