Barbara Oil Co’s US Foods USFD Stock Holding History

Barbara Oil 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 Q1	–	Sell	-12,000	Closed	-$503K	–	89
2019 Q4	$503K	Hold	12,000	–	–	0.27%	84
2019 Q3	$493K	Buy	12,000 +6,000	+100%	+$232K	0.28%	82
2019 Q2	$215K	Hold	6,000	–	–	0.12%	90
2019 Q1	$209K	Buy	+6,000	New	+$206K	0.12%	92
2018 Q4	–	Sell	-26,000	Closed	-$801K	–	88
2018 Q3	$801K	Buy	26,000 +13,000	+100%	+$449K	0.47%	66
2018 Q2	$492K	Buy	+13,000	New	+$460K	0.32%	80

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

Barbara Oil Co's USFD Position: Q1 2020 in Review

Barbara Oil Co sold out of US Foods (USFD) in Q1 2020, closing a stake of 12,000 shares — an estimated $503K sold.

Barbara Oil Co first reported a position in USFD in Q2 2018 and held it in 6 quarters. The position peaked at $801K in Q3 2018. 293 funds tracked by Wall St. Rank hold USFD as of Q1 2020.

Barbara Oil Co reported no remaining US Foods position as of Q1 2020 after selling out during the quarter.
Barbara Oil Co sold 12,000 US Foods shares in Q1 2020, an estimated $503K.
Barbara Oil Co first reported a position in US Foods in Q2 2018 and held it in 6 quarters.
Barbara Oil Co's US Foods position peaked at $801K in Q3 2018.
293 funds tracked by Wall St. Rank held US Foods as of Q1 2020.

Based on Barbara Oil Co's 13F filing for Q1 2020, filed 14 May 2020.