Advisory Research’s US Foods USFD Stock Holding History

Advisory Research’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
2021 Q3	–	Sell	-24,815	Closed	-$952K	–	412
2021 Q2	$952K	Sell	24,815 -7,615	-23%	-$295K	0.06%	214
2021 Q1	$1.24M	Hold	32,430	–	–	0.09%	176
2020 Q4	$1.08M	Buy	32,430 +2,025	+7%	+$57.8K	0.08%	183
2020 Q3	$676K	Sell	30,405 -5,500	-15%	-$124K	0.07%	214
2020 Q2	$708K	Buy	35,905 +12,735	+55%	+$244K	0.06%	205
2020 Q1	$410K	Sell	23,170 -14,235	-38%	-$477K	0.03%	213
2019 Q4	$1.57M	Sell	37,405 -1,125	-3%	-$45.2K	0.07%	135
2019 Q3	$1.58M	Buy	38,530 +15	+0%	+$579	0.08%	137
2019 Q2	$1.38M	Sell	38,515 -1,680	-4%	-$61K	0.03%	224
2019 Q1	$1.4M	Sell	40,195 -2,226	-5%	-$76.4K	0.03%	216
2018 Q4	$1.34M	Buy	42,421 +4,080	+11%	+$126K	0.03%	208
2018 Q3	$1.18M	Sell	38,341 -151,035	-80%	-$5.22M	0.02%	247
2018 Q2	$7.16M	Sell	189,376 -34,399	-15%	-$1.22M	0.11%	130
2018 Q1	$7.33M	Buy	+223,775	New	+$7.31M	0.13%	123

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Advisory Research's USFD Position: Q3 2021 in Review

Advisory Research sold out of US Foods (USFD) in Q3 2021, closing a stake of 24,815 shares — an estimated $952K sold.

Advisory Research first reported a position in USFD in Q1 2018 and held it in 14 quarters. The position peaked at $7.33M in Q1 2018. 301 funds tracked by Wall St. Rank hold USFD as of Q3 2021.

Advisory Research reported no remaining US Foods position as of Q3 2021 after selling out during the quarter.
Advisory Research sold 24,815 US Foods shares in Q3 2021, an estimated $952K.
Advisory Research first reported a position in US Foods in Q1 2018 and held it in 14 quarters.
Advisory Research's US Foods position peaked at $7.33M in Q1 2018.
301 funds tracked by Wall St. Rank held US Foods as of Q3 2021.

Based on Advisory Research's 13F filing for Q3 2021, filed 12 Nov 2021.