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Aperio Group’s US Foods USFD Stock Holding History

Aperio 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
2020
Q4 		$2.04M Buy
61,322
+9,548
+18% +$272K 0.01% 1227
2020
Q3 		$1.15M Sell
51,774
-1,284
-2% -$28.9K ﹤0.01% 1372
2020
Q2 		$1.05M Sell
53,058
-22,374
-30% -$428K ﹤0.01% 1391
2020
Q1 		$1.34M Sell
75,432
-139,827
-65% -$4.68M 0.01% 1186
2019
Q4 		$9.02M Buy
215,259
+4,317
+2% +$173K 0.03% 527
2019
Q3 		$8.67M Buy
210,942
+24,150
+13% +$932K 0.03% 522
2019
Q2 		$6.68M Sell
186,792
-1,262
-0.7% -$45.8K 0.03% 608
2019
Q1 		$6.57M Buy
188,054
+106,292
+130% +$3.65M 0.03% 597
2018
Q4 		$2.59M Buy
81,762
+4,438
+6% +$137K 0.01% 875
2018
Q3 		$2.38M Buy
77,324
+5,729
+8% +$198K 0.01% 978
2018
Q2 		$2.71M Sell
71,595
-1,812
-2% -$64.1K 0.01% 877
2018
Q1 		$2.41M Buy
73,407
+4,294
+6% +$140K 0.01% 920
2017
Q4 		$2.21M Sell
69,113
-1,026
-1% -$29.1K 0.01% 949
2017
Q3 		$1.87M Buy
70,139
+5,191
+8% +$142K 0.01% 964
2017
Q2 		$1.77M Buy
64,948
+2,735
+4% +$77.8K 0.01% 954
2017
Q1 		$1.74M Buy
62,213
+2,066
+3% +$56K 0.01% 914
2016
Q4 		$1.65M Buy
60,147
+9,991
+20% +$240K 0.01% 902
2016
Q3 		$1.18M Buy
+50,156
New +$1.22M 0.01% 1032

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $7.06B AUM 3.43% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Aperio Group's USFD Position: Q4 2020 in Review

Aperio Group increased its US Foods (USFD) stake by 18% in Q4 2020, buying an estimated $272K and bringing the position to 61,322 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #1227.

Aperio Group first reported a position in USFD in Q3 2016 and has held it in 18 quarters since. The position peaked at $9.02M in Q4 2019. 317 funds tracked by Wall St. Rank hold USFD as of Q4 2020.

  • Aperio Group held 61,322 shares of US Foods worth $2.04M as of Q4 2020.
  • Aperio Group bought 9,548 US Foods shares in Q4 2020, an estimated $272K.
  • US Foods made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1227 holding.
  • Aperio Group first reported a position in US Foods in Q3 2016 and has held it in 18 quarters since.
  • Aperio Group's US Foods position peaked at $9.02M in Q4 2019.
  • 317 funds tracked by Wall St. Rank held US Foods as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.