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Epoch Investment Partners’s US Foods USFD Stock Holding History

Epoch Investment Partners’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
-1,425,630
Closed -$37.7M – 442
2022
Q3 		$37.7M Sell
1,425,630
-524,235
-27% -$16.3M 0.25% 139
2022
Q2 		$59.8M Buy
1,949,865
+963,415
+98% +$32.6M 0.35% 101
2022
Q1 		$37.1M Buy
+986,450
New +$36M 0.18% 158

Other funds holding USFD

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Vanguard Group
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
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
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Epoch Investment Partners's USFD Position: Q4 2022 in Review

Epoch Investment Partners sold out of US Foods (USFD) in Q4 2022, closing a stake of 1,425,630 shares — an estimated $37.7M sold.

Epoch Investment Partners first reported a position in USFD in Q1 2022 and held it in 3 quarters. The position peaked at $59.8M in Q2 2022. 318 funds tracked by Wall St. Rank hold USFD as of Q4 2022.

  • Epoch Investment Partners reported no remaining US Foods position as of Q4 2022 after selling out during the quarter.
  • Epoch Investment Partners sold 1,425,630 US Foods shares in Q4 2022, an estimated $37.7M.
  • Epoch Investment Partners first reported a position in US Foods in Q1 2022 and held it in 3 quarters.
  • Epoch Investment Partners's US Foods position peaked at $59.8M in Q2 2022.
  • 318 funds tracked by Wall St. Rank held US Foods as of Q4 2022.

Based on Epoch Investment Partners's 13F filing for Q4 2022, filed 13 Feb 2023.