Dynamic Advisor Solutions’s US Foods USFD Stock Holding History

Dynamic Advisor Solutions’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	-12,979	Closed	-$452K	–	790
2021 Q4	$452K	Sell	12,979 -265	-2%	-$9.22K	0.03%	460
2021 Q3	$459K	Buy	13,244 +218	+2%	+$7.48K	0.03%	469
2021 Q2	$500K	Sell	13,026 -52	-0.4%	-$2.02K	0.04%	432
2021 Q1	$499K	Buy	13,078 +573	+5%	+$20.7K	0.05%	388
2020 Q4	$417K	Buy	12,505 +487	+4%	+$13.9K	0.04%	407
2020 Q3	$267K	Buy	12,018 +475	+4%	+$10.7K	0.03%	460
2020 Q2	$228K	Buy	+11,543	New	+$221K	0.03%	445

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

Dynamic Advisor Solutions's USFD Position: Q1 2022 in Review

Dynamic Advisor Solutions sold out of US Foods (USFD) in Q1 2022, closing a stake of 12,979 shares — an estimated $452K sold.

Dynamic Advisor Solutions first reported a position in USFD in Q2 2020 and held it in 7 quarters. The position peaked at $500K in Q2 2021. 317 funds tracked by Wall St. Rank hold USFD as of Q1 2022.

Dynamic Advisor Solutions reported no remaining US Foods position as of Q1 2022 after selling out during the quarter.
Dynamic Advisor Solutions sold 12,979 US Foods shares in Q1 2022, an estimated $452K.
Dynamic Advisor Solutions first reported a position in US Foods in Q2 2020 and held it in 7 quarters.
Dynamic Advisor Solutions's US Foods position peaked at $500K in Q2 2021.
317 funds tracked by Wall St. Rank held US Foods as of Q1 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2022, filed 11 Apr 2022.