Berman Capital Advisors’s US Foods USFD Stock Holding History

Berman Capital 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	$3K	Sell	94 -268	-74%	-$9.19K	﹤0.01%	1623
2021 Q2	$13K	Buy	+362	New	+$14K	﹤0.01%	1063
2020 Q3	–	Sell	-91	Closed	-$1K	–	1776
2020 Q2	$1K	Buy	91 +52	+133%	+$994	﹤0.01%	1515
2020 Q1	$0	Sell	39 -63	-62%	-$2.11K	﹤0.01%	1678
2019 Q4	$4K	Hold	102	–	–	﹤0.01%	1050
2019 Q3	$4K	Hold	102	–	–	﹤0.01%	1029
2019 Q2	$3K	Hold	102	–	–	﹤0.01%	1131
2019 Q1	$3K	Buy	102 +96	+1,600%	+$3.29K	﹤0.01%	1032
2018 Q4	$0	Buy	+6	New	+$185	﹤0.01%	1265

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Berman Capital Advisors's USFD Position: Q3 2021 in Review

Berman Capital Advisors reduced its US Foods (USFD) stake by 74% in Q3 2021, selling an estimated $9.19K and leaving 94 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Berman Capital Advisors first reported a position in USFD in Q4 2018 and has held it in 9 quarters since. The position peaked at $13K in Q2 2021. 301 funds tracked by Wall St. Rank hold USFD as of Q3 2021.

Berman Capital Advisors held 94 shares of US Foods worth $3K as of Q3 2021.
Berman Capital Advisors sold 268 US Foods shares in Q3 2021, an estimated $9.19K.
US Foods made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1623 holding.
Berman Capital Advisors first reported a position in US Foods in Q4 2018 and has held it in 9 quarters since.
Berman Capital Advisors's US Foods position peaked at $13K in Q2 2021.
301 funds tracked by Wall St. Rank held US Foods as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.