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Caldera Capital’s US Foods USFD Stock Holding History

Caldera Capital’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
-49,370
Closed -$2.07M – 16
2019
Q4 		$2.07M Buy
+49,370
New +$1.98M 1.28% 13
2019
Q3 		– Sell
-13,335
Closed -$477K – 19
2019
Q2 		$477K Buy
+13,335
New +$484K 0.27% 18
2018
Q4 		– Sell
-32,610
Closed -$1M – 21
2018
Q3 		$1M Sell
32,610
-143,400
-81% -$4.96M 0.69% 14
2018
Q2 		$6.66M Sell
176,010
-47,569
-21% -$1.68M 4.85% 9
2018
Q1 		$7.33M Buy
223,579
+5,632
+3% +$184K 6.57% 9
2017
Q4 		$6.96M Buy
217,947
+131,770
+153% +$3.73M 5.59% 9
2017
Q3 		$2.3M Buy
+86,177
New +$2.36M 1.91% 12

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
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

Caldera Capital's USFD Position: Q1 2020 in Review

Caldera Capital sold out of US Foods (USFD) in Q1 2020, closing a stake of 49,370 shares — an estimated $2.07M sold.

Caldera Capital first reported a position in USFD in Q3 2017 and held it in 7 quarters. The position peaked at $7.33M in Q1 2018. 292 funds tracked by Wall St. Rank hold USFD as of Q1 2020.

  • Caldera Capital reported no remaining US Foods position as of Q1 2020 after selling out during the quarter.
  • Caldera Capital sold 49,370 US Foods shares in Q1 2020, an estimated $2.07M.
  • Caldera Capital first reported a position in US Foods in Q3 2017 and held it in 7 quarters.
  • Caldera Capital's US Foods position peaked at $7.33M in Q1 2018.
  • 292 funds tracked by Wall St. Rank held US Foods as of Q1 2020.

Based on Caldera Capital's 13F filing for Q1 2020, filed 14 May 2020.