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Cypress Point Wealth Management’s US Foods USFD Stock Holding History

Cypress Point Wealth Management’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
Q3 		– Sell
-500
Closed -$19K – 219
2021
Q2 		$19K Buy
+500
New +$19.4K 0.01% 107

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Cypress Point Wealth Management's USFD Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of US Foods (USFD) in Q3 2021, closing a stake of 500 shares — an estimated $19K sold.

Cypress Point Wealth Management first reported a position in USFD in Q2 2021 and held it in 1 quarter. The position peaked at $19K in Q2 2021. 301 funds tracked by Wall St. Rank hold USFD as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining US Foods position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 500 US Foods shares in Q3 2021, an estimated $19K.
  • Cypress Point Wealth Management first reported a position in US Foods in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's US Foods position peaked at $19K in Q2 2021.
  • 301 funds tracked by Wall St. Rank held US Foods as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.