Ergoteles’s US Foods USFD Stock Holding History

Ergoteles’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	-177,429	Closed	-$4.69M	–	1912
2022 Q3	$4.69M	Buy	+177,429	New	+$5.51M	0.16%	128
2020 Q4	–	Sell	-20,000	Closed	-$444K	–	923
2020 Q3	$444K	Buy	+20,000	New	+$450K	0.06%	255

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

Ergoteles's USFD Position: Q4 2022 in Review

Ergoteles sold out of US Foods (USFD) in Q4 2022, closing a stake of 177,429 shares — an estimated $4.69M sold.

Ergoteles first reported a position in USFD in Q3 2020 and held it in 2 quarters. The position peaked at $4.69M in Q3 2022. 318 funds tracked by Wall St. Rank hold USFD as of Q4 2022.

Ergoteles reported no remaining US Foods position as of Q4 2022 after selling out during the quarter.
Ergoteles sold 177,429 US Foods shares in Q4 2022, an estimated $4.69M.
Ergoteles first reported a position in US Foods in Q3 2020 and held it in 2 quarters.
Ergoteles's US Foods position peaked at $4.69M in Q3 2022.
318 funds tracked by Wall St. Rank held US Foods as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.