Advisory Research’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-24,815
Closed -$952K 412
2021
Q2
$952K Sell
24,815
-7,615
-23% -$292K 0.06% 214
2021
Q1
$1.24M Hold
32,430
0.09% 176
2020
Q4
$1.08M Buy
32,430
+2,025
+7% +$67.4K 0.08% 183
2020
Q3
$676K Sell
30,405
-5,500
-15% -$122K 0.07% 214
2020
Q2
$708K Buy
35,905
+12,735
+55% +$251K 0.06% 205
2020
Q1
$410K Sell
23,170
-14,235
-38% -$252K 0.03% 213
2019
Q4
$1.57M Sell
37,405
-1,125
-3% -$47.1K 0.07% 135
2019
Q3
$1.58M Buy
38,530
+15
+0% +$617 0.08% 137
2019
Q2
$1.38M Sell
38,515
-1,680
-4% -$60.1K 0.03% 224
2019
Q1
$1.4M Sell
40,195
-2,226
-5% -$77.7K 0.03% 216
2018
Q4
$1.34M Buy
42,421
+4,080
+11% +$129K 0.03% 208
2018
Q3
$1.18M Sell
38,341
-151,035
-80% -$4.66M 0.02% 247
2018
Q2
$7.16M Sell
189,376
-34,399
-15% -$1.3M 0.11% 130
2018
Q1
$7.33M Buy
+223,775
New +$7.33M 0.13% 123