Edge Wealth Management’s US Foods USFD Stock Holding History

Edge 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
2020 Q2	–	Sell	-100	Closed	-$2K	–	714
2020 Q1	$2K	Buy	+100	New	+$3.35K	﹤0.01%	555

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Edge Wealth Management's USFD Position: Q2 2020 in Review

Edge Wealth Management sold out of US Foods (USFD) in Q2 2020, closing a stake of 100 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in USFD in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 283 funds tracked by Wall St. Rank hold USFD as of Q2 2020.

Edge Wealth Management reported no remaining US Foods position as of Q2 2020 after selling out during the quarter.
Edge Wealth Management sold 100 US Foods shares in Q2 2020, an estimated $2K.
Edge Wealth Management first reported a position in US Foods in Q1 2020 and held it in 1 quarter.
Edge Wealth Management's US Foods position peaked at $2K in Q1 2020.
283 funds tracked by Wall St. Rank held US Foods as of Q2 2020.

Based on Edge Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.