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USFD icon

Bailard’s US Foods USFD Stock Holding History

Bailard’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
2022
Q2 		– Sell
-5,800
Closed -$218K – 800
2022
Q1 		$218K Buy
+5,800
New +$211K 0.01% 646
2020
Q1 		– Sell
-6,200
Closed -$260K – 570
2019
Q4 		$260K Buy
+6,200
New +$249K 0.01% 440
2017
Q1 		– Sell
-104,425
Closed -$2.87M – 320
2016
Q4 		$2.87M Buy
104,425
+1,920
+2% +$46.1K 0.27% 98
2016
Q3 		$2.42M Buy
+102,505
New +$2.49M 0.22% 105

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return