Cornerstone Advisory’s US Foods USFD Stock Holding History

Cornerstone Advisory’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 Q1	–	Sell	-5,900	Closed	-$205K	–	750
2021 Q4	$205K	Hold	5,900	–	–	0.03%	249
2021 Q3	$204K	Hold	5,900	–	–	0.03%	211
2021 Q2	$226K	Hold	5,900	–	–	0.04%	202
2021 Q1	$225K	Buy	+5,900	New	+$213K	0.04%	190

Other funds holding USFD

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

Cornerstone Advisory's USFD Position: Q1 2022 in Review

Cornerstone Advisory sold out of US Foods (USFD) in Q1 2022, closing a stake of 5,900 shares — an estimated $205K sold.

Cornerstone Advisory first reported a position in USFD in Q1 2021 and held it in 4 quarters. The position peaked at $226K in Q2 2021. 317 funds tracked by Wall St. Rank hold USFD as of Q1 2022.

Cornerstone Advisory reported no remaining US Foods position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 5,900 US Foods shares in Q1 2022, an estimated $205K.
Cornerstone Advisory first reported a position in US Foods in Q1 2021 and held it in 4 quarters.
Cornerstone Advisory's US Foods position peaked at $226K in Q2 2021.
317 funds tracked by Wall St. Rank held US Foods as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.