Eminence Capital’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-117,202
Closed -$6.21M 62
2024
Q2
$6.21M Sell
117,202
-144,697
-55% -$7.61M 0.1% 53
2024
Q1
$14.1M Buy
+261,899
New +$12.9M 0.26% 55
2021
Q3
Sell
-1,078,383
Closed -$41.4M 75
2021
Q2
$41.4M Sell
1,078,383
-131,279
-11% -$5.09M 0.51% 57
2021
Q1
$46.1M Sell
1,209,662
-3,526,713
-74% -$127M 0.57% 54
2020
Q4
$158M Sell
4,736,375
-1,162,285
-20% -$33.2M 1.8% 19
2020
Q3
$131M Sell
5,898,660
-3,157,831
-35% -$71.1M 1.69% 24
2020
Q2
$179M Sell
9,056,491
-1,830,079
-17% -$35M 2.32% 13
2020
Q1
$193M Buy
10,886,570
+4,905,206
+82% +$164M 2.36% 7
2019
Q4
$251M Buy
5,981,364
+2,686,718
+82% +$108M 2.86% 8
2019
Q3
$135M Sell
3,294,646
-3,477,587
-51% -$134M 1.71% 28
2019
Q2
$242M Buy
6,772,233
+547,512
+9% +$19.9M 3.25% 7
2019
Q1
$217M Sell
6,224,721
-36,802
-0.6% -$1.26M 3.34% 8
2018
Q4
$198M Sell
6,261,523
-1,852,423
-23% -$57.1M 3.86% 6
2018
Q3
$250M Sell
8,113,946
-517,310
-6% -$17.9M 4.11% 6
2018
Q2
$326M Sell
8,631,256
-771,821
-8% -$27.3M 4.65% 7
2018
Q1
$308M Sell
9,403,077
-1,076,872
-10% -$35.2M 4.98% 6
2017
Q4
$335M Buy
10,479,949
+2,505,584
+31% +$71M 5.29% 4
2017
Q3
$213M Buy
7,974,365
+405,187
+5% +$11.1M 3.45% 8
2017
Q2
$206M Buy
7,569,178
+2,565,384
+51% +$73M 3.51% 5
2017
Q1
$140M Buy
5,003,794
+246,958
+5% +$6.7M 2.51% 15
2016
Q4
$131M Sell
4,756,836
-692,961
-13% -$16.6M 2.05% 20
2016
Q3
$129M Buy
5,449,797
+432,293
+9% +$10.5M 2.15% 18
2016
Q2
$122M Buy
+5,017,504
New +$122M 2.46% 19

Other funds holding USFD