Ballew Advisors’s US Foods USFD Stock Holding History

Ballew Advisors’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
2021 Q3	–	Sell	-5,832	Closed	-$209K	–	124
2021 Q2	$209K	Sell	5,832 -5,832	-50%	-$226K	0.15%	108
2021 Q1	$442K	Buy	11,664 +5,832	+100%	+$211K	0.16%	102
2020 Q4	$202K	Buy	+5,832	New	+$166K	0.16%	105

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Ballew Advisors's USFD Position: Q3 2021 in Review

Ballew Advisors sold out of US Foods (USFD) in Q3 2021, closing a stake of 5,832 shares — an estimated $209K sold.

Ballew Advisors first reported a position in USFD in Q4 2020 and held it in 3 quarters. The position peaked at $442K in Q1 2021. 301 funds tracked by Wall St. Rank hold USFD as of Q3 2021.

Ballew Advisors reported no remaining US Foods position as of Q3 2021 after selling out during the quarter.
Ballew Advisors sold 5,832 US Foods shares in Q3 2021, an estimated $209K.
Ballew Advisors first reported a position in US Foods in Q4 2020 and held it in 3 quarters.
Ballew Advisors's US Foods position peaked at $442K in Q1 2021.
301 funds tracked by Wall St. Rank held US Foods as of Q3 2021.

Based on Ballew Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.