Bessemer Securities’s US Foods USFD Stock Holding History

Bessemer Securities’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
2023 Q4	–	Sell	-15,166	Closed	-$602K	–	114
2023 Q3	$602K	Sell	15,166 -24,849	-62%	-$1.03M	0.83%	28
2023 Q2	$1.76M	Sell	40,015 -18,800	-32%	-$746K	1.17%	16
2023 Q1	$2.17M	Sell	58,815 -3,400	-5%	-$126K	1.02%	23
2022 Q4	$2.12M	Hold	62,215	–	–	0.95%	33
2022 Q3	$1.65M	Hold	62,215	–	–	0.59%	37
2022 Q2	$1.91M	Sell	62,215 -6,729	-10%	-$228K	0.67%	32
2022 Q1	$2.59M	Hold	68,944	–	–	0.76%	28
2021 Q4	$2.4M	Buy	68,944 +8,869	+15%	+$309K	0.65%	41
2021 Q3	$2.08M	Buy	60,075 +11,900	+25%	+$408K	0.71%	30
2021 Q2	$1.85M	Buy	48,175 +4,000	+9%	+$155K	0.72%	30
2021 Q1	$1.68M	Buy	+44,175	New	+$1.6M	0.71%	36

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SHCM

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bessemer Securities's USFD Position: Q4 2023 in Review

Bessemer Securities sold out of US Foods (USFD) in Q4 2023, closing a stake of 15,166 shares — an estimated $602K sold.

Bessemer Securities first reported a position in USFD in Q1 2021 and held it in 11 quarters. The position peaked at $2.59M in Q1 2022. 422 funds tracked by Wall St. Rank hold USFD as of Q4 2023.

Bessemer Securities reported no remaining US Foods position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 15,166 US Foods shares in Q4 2023, an estimated $602K.
Bessemer Securities first reported a position in US Foods in Q1 2021 and held it in 11 quarters.
Bessemer Securities's US Foods position peaked at $2.59M in Q1 2022.
422 funds tracked by Wall St. Rank held US Foods as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.