Advisor Group’s US Foods USFD Stock Holding History

Advisor Group’s Portfolio USFD Stock Details USFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.05M	Buy	25,167 +14,728	+141%	+$591K	0.01%	1157
2019 Q3	$429K	Sell	10,439 -2,959	-22%	-$114K	﹤0.01%	1736
2019 Q2	$479K	Sell	13,398 -3,659	-21%	-$133K	﹤0.01%	1645
2019 Q1	$595K	Sell	17,057 -173	-1%	-$5.93K	﹤0.01%	1465
2018 Q4	$546K	Buy	17,230 +9,436	+121%	+$291K	0.01%	1344
2018 Q3	$241K	Sell	7,794 -2,830	-27%	-$97.8K	﹤0.01%	2029
2018 Q2	$402K	Buy	10,624 +395	+4%	+$14K	0.01%	1476
2018 Q1	$336K	Sell	10,229 -1,847	-15%	-$60.4K	﹤0.01%	1603
2017 Q4	$386K	Buy	12,076 +2,443	+25%	+$69.2K	0.01%	1498
2017 Q3	$257K	Buy	9,633 +1,323	+16%	+$36.2K	﹤0.01%	1649
2017 Q2	$226K	Buy	8,310 +4,108	+98%	+$117K	﹤0.01%	1698
2017 Q1	$118K	Buy	+4,202	New	+$114K	﹤0.01%	2044

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Advisor Group's USFD Position: Q4 2019 in Review

Advisor Group increased its US Foods (USFD) stake by 141% in Q4 2019, buying an estimated $591K and bringing the position to 25,167 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1157.

Advisor Group first reported a position in USFD in Q1 2017 and has held it in 12 quarters since. 325 funds tracked by Wall St. Rank hold USFD as of Q4 2019.

Advisor Group held 25,167 shares of US Foods worth $1.05M as of Q4 2019.
Advisor Group bought 14,728 US Foods shares in Q4 2019, an estimated $591K.
US Foods made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1157 holding.
Advisor Group first reported a position in US Foods in Q1 2017 and has held it in 12 quarters since.
325 funds tracked by Wall St. Rank held US Foods as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.