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Capital Asset Advisory Services’s US Foods USFD Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-563
Closed -$19K – 1466
2020
Q4 		$19K Buy
+563
New +$16.1K ﹤0.01% 901

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Capital Asset Advisory Services's USFD Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of US Foods (USFD) in Q1 2021, closing a stake of 563 shares — an estimated $19K sold.

Capital Asset Advisory Services first reported a position in USFD in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 313 funds tracked by Wall St. Rank hold USFD as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining US Foods position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 563 US Foods shares in Q1 2021, an estimated $19K.
  • Capital Asset Advisory Services first reported a position in US Foods in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's US Foods position peaked at $19K in Q4 2020.
  • 313 funds tracked by Wall St. Rank held US Foods as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.