Echo Street Capital Management’s US Foods USFD Stock Holding History

Echo Street Capital 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
2022 Q4	–	Sell	-25,464	Closed	-$673K	–	659
2022 Q3	$673K	Buy	+25,464	New	+$790K	0.01%	219
2022 Q2	–	Sell	-9,046	Closed	-$340K	–	725
2022 Q1	$340K	Sell	9,046 -3,860	-30%	-$141K	﹤0.01%	486
2021 Q4	$450K	Buy	12,906 +528	+4%	+$18.4K	﹤0.01%	434
2021 Q3	$429K	Buy	+12,378	New	+$425K	﹤0.01%	459
2017 Q2	–	Sell	-222,346	Closed	-$6.22M	–	167
2017 Q1	$6.22M	Buy	+222,346	New	+$6.03M	0.21%	114
2016 Q4	–	Sell	-363,329	Closed	-$8.58M	–	185
2016 Q3	$8.58M	Sell	363,329 -195,691	-35%	-$4.75M	0.36%	98
2016 Q2	$13.6M	Buy	+559,020	New	+$13.6M	0.57%	68

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

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

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

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

Echo Street Capital Management's USFD Position: Q4 2022 in Review

Echo Street Capital Management sold out of US Foods (USFD) in Q4 2022, closing a stake of 25,464 shares — an estimated $673K sold.

Echo Street Capital Management first reported a position in USFD in Q2 2016 and held it in 7 quarters. The position peaked at $13.6M in Q2 2016. 318 funds tracked by Wall St. Rank hold USFD as of Q4 2022.

Echo Street Capital Management reported no remaining US Foods position as of Q4 2022 after selling out during the quarter.
Echo Street Capital Management sold 25,464 US Foods shares in Q4 2022, an estimated $673K.
Echo Street Capital Management first reported a position in US Foods in Q2 2016 and held it in 7 quarters.
Echo Street Capital Management's US Foods position peaked at $13.6M in Q2 2016.
318 funds tracked by Wall St. Rank held US Foods as of Q4 2022.

Based on Echo Street Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.