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CSat Investment Advisory’s US Foods USFD Stock Holding History

CSat Investment 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
2020
Q4 		– Sell
-810
Closed -$18K – 944
2020
Q3 		$18K Buy
810
+90
+13% +$2.02K ﹤0.01% 903
2020
Q2 		$14K Buy
720
+70
+11% +$1.34K ﹤0.01% 956
2020
Q1 		$12K Buy
650
+114
+21% +$3.82K ﹤0.01% 871
2019
Q4 		$22K Buy
536
+66
+14% +$2.65K 0.01% 763
2019
Q3 		$19K Buy
470
+66
+16% +$2.55K 0.01% 731
2019
Q2 		$14K Buy
+404
New +$14.7K ﹤0.01% 782

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 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
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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

CSat Investment Advisory's USFD Position: Q4 2020 in Review

CSat Investment Advisory sold out of US Foods (USFD) in Q4 2020, closing a stake of 810 shares — an estimated $18K sold.

CSat Investment Advisory first reported a position in USFD in Q2 2019 and held it in 6 quarters. The position peaked at $22K in Q4 2019. 317 funds tracked by Wall St. Rank hold USFD as of Q4 2020.

  • CSat Investment Advisory reported no remaining US Foods position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 810 US Foods shares in Q4 2020, an estimated $18K.
  • CSat Investment Advisory first reported a position in US Foods in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's US Foods position peaked at $22K in Q4 2019.
  • 317 funds tracked by Wall St. Rank held US Foods as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.