Bank Julius Baer & Co
USFD icon

Bank Julius Baer & Co’s US Foods USFD Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-982
Closed -$22K – 852
2020
Q3 		$22K Sell
982
-2,564
-72% -$57.7K ﹤0.01% 653
2020
Q2 		$70K Hold
3,546
– – ﹤0.01% 540
2020
Q1 		$63K Buy
+3,546
New +$119K ﹤0.01% 529

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

Bank Julius Baer & Co's USFD Position: Q4 2020 in Review

Bank Julius Baer & Co sold out of US Foods (USFD) in Q4 2020, closing a stake of 982 shares — an estimated $22K sold.

Bank Julius Baer & Co first reported a position in USFD in Q1 2020 and held it in 3 quarters. The position peaked at $70K in Q2 2020. 316 funds tracked by Wall St. Rank hold USFD as of Q4 2020.

  • Bank Julius Baer & Co reported no remaining US Foods position as of Q4 2020 after selling out during the quarter.
  • Bank Julius Baer & Co sold 982 US Foods shares in Q4 2020, an estimated $22K.
  • Bank Julius Baer & Co first reported a position in US Foods in Q1 2020 and held it in 3 quarters.
  • Bank Julius Baer & Co's US Foods position peaked at $70K in Q2 2020.
  • 316 funds tracked by Wall St. Rank held US Foods as of Q4 2020.

Based on Bank Julius Baer & Co's 13F filing for Q4 2020, filed 12 Feb 2021.