Financial Architects (New Jersey)’s US Foods USFD Stock Holding History

Financial Architects (New Jersey)’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 Q1	–	Sell	-200	Closed	-$8K	–	932
2019 Q4	$8K	Hold	200	–	–	﹤0.01%	714
2019 Q3	$8K	Hold	200	–	–	﹤0.01%	774
2019 Q2	$7K	Hold	200	–	–	﹤0.01%	962
2019 Q1	$7K	Hold	200	–	–	﹤0.01%	1175
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	1118
2018 Q3	$6K	Hold	200	–	–	﹤0.01%	1204
2018 Q2	$8K	Hold	200	–	–	﹤0.01%	1051
2018 Q1	$7K	Hold	200	–	–	﹤0.01%	1183
2017 Q4	$6K	Hold	200	–	–	﹤0.01%	1271
2017 Q3	$5K	Hold	200	–	–	﹤0.01%	1282
2017 Q2	$5K	Hold	200	–	–	﹤0.01%	1296
2017 Q1	$6K	Hold	200	–	–	﹤0.01%	1256
2016 Q4	$5K	Hold	200	–	–	﹤0.01%	1164
2016 Q3	$5K	Hold	200	–	–	﹤0.01%	1160
2016 Q2	$5K	Buy	+200	New	+$4.88K	﹤0.01%	1133

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

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Financial Architects (New Jersey)'s USFD Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of US Foods (USFD) in Q1 2020, closing a stake of 200 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in USFD in Q2 2016 and held it in 15 quarters. The position peaked at $8K in Q4 2019. 293 funds tracked by Wall St. Rank hold USFD as of Q1 2020.

Financial Architects (New Jersey) reported no remaining US Foods position as of Q1 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 200 US Foods shares in Q1 2020, an estimated $8K.
Financial Architects (New Jersey) first reported a position in US Foods in Q2 2016 and held it in 15 quarters.
Financial Architects (New Jersey)'s US Foods position peaked at $8K in Q4 2019.
293 funds tracked by Wall St. Rank held US Foods as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.