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Assured Investment Management’s US Foods USFD Stock Holding History

Assured 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
2019
Q2 		– Sell
-1,328
Closed -$46K – 815
2019
Q1 		$46K Sell
1,328
-302,274
-100% -$10.4M ﹤0.01% 972
2018
Q4 		$9.61M Buy
303,602
+64,509
+27% +$1.99M 0.27% 74
2018
Q3 		$7.37M Sell
239,093
-231,962
-49% -$8.02M 0.13% 167
2018
Q2 		$17.8M Buy
471,055
+121,162
+35% +$4.29M 0.33% 49
2018
Q1 		$11.5M Buy
349,893
+323,642
+1,233% +$10.6M 0.26% 81
2017
Q4 		$838K Sell
26,251
-245,703
-90% -$6.96M 0.02% 448
2017
Q3 		$7.26M Buy
271,954
+217,267
+397% +$5.95M 0.15% 132
2017
Q2 		$1.49M Buy
+54,687
New +$1.56M 0.03% 318

Other funds holding USFD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Assured Investment Management's USFD Position: Q2 2019 in Review

Assured Investment Management sold out of US Foods (USFD) in Q2 2019, closing a stake of 1,328 shares — an estimated $46K sold.

Assured Investment Management first reported a position in USFD in Q2 2017 and held it in 8 quarters. The position peaked at $17.8M in Q2 2018. 289 funds tracked by Wall St. Rank hold USFD as of Q2 2019.

  • Assured Investment Management reported no remaining US Foods position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 1,328 US Foods shares in Q2 2019, an estimated $46K.
  • Assured Investment Management first reported a position in US Foods in Q2 2017 and held it in 8 quarters.
  • Assured Investment Management's US Foods position peaked at $17.8M in Q2 2018.
  • 289 funds tracked by Wall St. Rank held US Foods as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.