Cannell & Spears’s US Foods USFD Stock Holding History

Cannell & Spears’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
2022 Q4	–	Sell	-7,575	Closed	-$200K	–	228
2022 Q3	$200K	Sell	7,575 -179,554	-96%	-$5.57M	0.02%	184
2022 Q2	$5.74M	Buy	187,129 +1,873	+1%	+$63.3K	0.52%	33
2022 Q1	$6.97M	Sell	185,256 -183	-0.1%	-$6.67K	0.52%	30
2021 Q4	$6.46M	Buy	+185,439	New	+$6.45M	0.44%	39

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

SHCM

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

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

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

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

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

CCP

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

Cannell & Spears's USFD Position: Q4 2022 in Review

Cannell & Spears sold out of US Foods (USFD) in Q4 2022, closing a stake of 7,575 shares — an estimated $200K sold.

Cannell & Spears first reported a position in USFD in Q4 2021 and held it in 4 quarters. The position peaked at $6.97M in Q1 2022. 318 funds tracked by Wall St. Rank hold USFD as of Q4 2022.

Cannell & Spears reported no remaining US Foods position as of Q4 2022 after selling out during the quarter.
Cannell & Spears sold 7,575 US Foods shares in Q4 2022, an estimated $200K.
Cannell & Spears first reported a position in US Foods in Q4 2021 and held it in 4 quarters.
Cannell & Spears's US Foods position peaked at $6.97M in Q1 2022.
318 funds tracked by Wall St. Rank held US Foods as of Q4 2022.

Based on Cannell & Spears's 13F filing for Q4 2022, filed 13 Feb 2023.