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Allen Investment Management’s US Foods USFD Stock Holding History

Allen Investment Management’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
2020
Q1 		– Sell
-3,737,190
Closed -$157M – 184
2019
Q4 		$157M Sell
3,737,190
-77,725
-2% -$3.12M 3.73% 12
2019
Q3 		$157M Sell
3,814,915
-169,967
-4% -$6.56M 4.14% 10
2019
Q2 		$142M Sell
3,984,882
-41,378
-1% -$1.5M 4.07% 11
2019
Q1 		$141M Buy
4,026,260
+433,623
+12% +$14.9M 4.4% 9
2018
Q4 		$114M Buy
3,592,637
+3,436,325
+2,198% +$106M 4.58% 7
2018
Q3 		$4.82M Buy
+156,312
New +$5.4M 0.17% 56

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Allen Investment Management's USFD Position: Q1 2020 in Review

Allen Investment Management sold out of US Foods (USFD) in Q1 2020, closing a stake of 3,737,190 shares — an estimated $157M sold.

Allen Investment Management first reported a position in USFD in Q3 2018 and held it in 6 quarters. The position peaked at $157M in Q3 2019. 293 funds tracked by Wall St. Rank hold USFD as of Q1 2020.

  • Allen Investment Management reported no remaining US Foods position as of Q1 2020 after selling out during the quarter.
  • Allen Investment Management sold 3,737,190 US Foods shares in Q1 2020, an estimated $157M.
  • Allen Investment Management first reported a position in US Foods in Q3 2018 and held it in 6 quarters.
  • Allen Investment Management's US Foods position peaked at $157M in Q3 2019.
  • 293 funds tracked by Wall St. Rank held US Foods as of Q1 2020.

Based on Allen Investment Management's 13F filing for Q1 2020, filed 7 May 2020.