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Bowling Portfolio Management’s US Foods USFD Stock Holding History

Bowling Portfolio 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
2021
Q4 		– Sell
-5,791
Closed -$201K – 205
2021
Q3 		$201K Sell
5,791
-12
-0.2% -$412 0.05% 199
2021
Q2 		$223K Sell
5,803
-4
-0.1% -$155 0.05% 198
2021
Q1 		$221K Sell
5,807
-1,088
-16% -$39.3K 0.05% 196
2020
Q4 		$230K Buy
+6,895
New +$197K 0.05% 227
2020
Q3 		– Sell
-67,069
Closed -$1.32M – 482
2020
Q2 		$1.32M Sell
67,069
-1,580
-2% -$30.2K 0.28% 93
2020
Q1 		$1.22M Sell
68,649
-6,046
-8% -$202K 0.3% 85
2019
Q4 		$3.13M Buy
+74,695
New +$3M 0.53% 43

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

Bowling Portfolio Management's USFD Position: Q4 2021 in Review

Bowling Portfolio Management sold out of US Foods (USFD) in Q4 2021, closing a stake of 5,791 shares — an estimated $201K sold.

Bowling Portfolio Management first reported a position in USFD in Q4 2019 and held it in 7 quarters. The position peaked at $3.13M in Q4 2019. 311 funds tracked by Wall St. Rank hold USFD as of Q4 2021.

  • Bowling Portfolio Management reported no remaining US Foods position as of Q4 2021 after selling out during the quarter.
  • Bowling Portfolio Management sold 5,791 US Foods shares in Q4 2021, an estimated $201K.
  • Bowling Portfolio Management first reported a position in US Foods in Q4 2019 and held it in 7 quarters.
  • Bowling Portfolio Management's US Foods position peaked at $3.13M in Q4 2019.
  • 311 funds tracked by Wall St. Rank held US Foods as of Q4 2021.

Based on Bowling Portfolio Management's 13F filing for Q4 2021, filed 25 Jan 2022.