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Bogle Investment Management’s US Foods USFD Stock Holding History

Bogle Investment Management’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
2019
Q4 		– Sell
-280,273
Closed -$11.5M – 327
2019
Q3 		$11.5M Buy
280,273
+257,887
+1,152% +$9.96M 0.99% 43
2019
Q2 		$801K Buy
+22,386
New +$813K 0.06% 220
2018
Q3 		– Sell
-30,456
Closed -$1.15M – 337
2018
Q2 		$1.15M Buy
+30,456
New +$1.08M 0.08% 199
2016
Q4 		– Sell
-164,751
Closed -$3.89M – 412
2016
Q3 		$3.89M Buy
+164,751
New +$4M 0.28% 116

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Bogle Investment Management's USFD Position: Q4 2019 in Review

Bogle Investment Management sold out of US Foods (USFD) in Q4 2019, closing a stake of 280,273 shares — an estimated $11.5M sold.

Bogle Investment Management first reported a position in USFD in Q3 2016 and held it in 4 quarters. The position peaked at $11.5M in Q3 2019. 326 funds tracked by Wall St. Rank hold USFD as of Q4 2019.

  • Bogle Investment Management reported no remaining US Foods position as of Q4 2019 after selling out during the quarter.
  • Bogle Investment Management sold 280,273 US Foods shares in Q4 2019, an estimated $11.5M.
  • Bogle Investment Management first reported a position in US Foods in Q3 2016 and held it in 4 quarters.
  • Bogle Investment Management's US Foods position peaked at $11.5M in Q3 2019.
  • 326 funds tracked by Wall St. Rank held US Foods as of Q4 2019.

Based on Bogle Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.