Balasa Dinverno & Foltz’s US Foods USFD Stock Holding History

Balasa Dinverno & Foltz’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	-8,261	Closed	-$346K	–	294
2019 Q4	$346K	Buy	+8,261	New	+$332K	0.04%	197

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Balasa Dinverno & Foltz's USFD Position: Q1 2020 in Review

Balasa Dinverno & Foltz sold out of US Foods (USFD) in Q1 2020, closing a stake of 8,261 shares — an estimated $346K sold.

Balasa Dinverno & Foltz first reported a position in USFD in Q4 2019 and held it in 1 quarter. The position peaked at $346K in Q4 2019. 292 funds tracked by Wall St. Rank hold USFD as of Q1 2020.

Balasa Dinverno & Foltz reported no remaining US Foods position as of Q1 2020 after selling out during the quarter.
Balasa Dinverno & Foltz sold 8,261 US Foods shares in Q1 2020, an estimated $346K.
Balasa Dinverno & Foltz first reported a position in US Foods in Q4 2019 and held it in 1 quarter.
Balasa Dinverno & Foltz's US Foods position peaked at $346K in Q4 2019.
292 funds tracked by Wall St. Rank held US Foods as of Q1 2020.

Based on Balasa Dinverno & Foltz's 13F filing for Q1 2020, filed 30 Apr 2020.