Essex Savings Bank’s US Foods USFD Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-1,011	Closed	-$36K	–	577
2019 Q2	$36K	Buy	+1,011	New	+$36.7K	0.01%	494

Other funds holding USFD

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Essex Savings Bank's USFD Position: Q3 2019 in Review

Essex Savings Bank sold out of US Foods (USFD) in Q3 2019, closing a stake of 1,011 shares — an estimated $36K sold.

Essex Savings Bank first reported a position in USFD in Q2 2019 and held it in 1 quarter. The position peaked at $36K in Q2 2019. 327 funds tracked by Wall St. Rank hold USFD as of Q3 2019.

Essex Savings Bank reported no remaining US Foods position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 1,011 US Foods shares in Q3 2019, an estimated $36K.
Essex Savings Bank first reported a position in US Foods in Q2 2019 and held it in 1 quarter.
Essex Savings Bank's US Foods position peaked at $36K in Q2 2019.
327 funds tracked by Wall St. Rank held US Foods as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.