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Financial Gravity Companies’s US Foods USFD Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+38
New +$1.17K ﹤0.01% 1246
2018
Q1 		$158K Buy
4,671
+575
+14% +$18.8K 0.16% 133
2017
Q4 		$132K Buy
+4,096
New +$116K 0.15% 141

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Financial Gravity Companies's USFD Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in US Foods (USFD) in Q4 2018: 38 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1246 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in USFD as recently as Q1 2018.

Financial Gravity Companies first reported a position in USFD in Q4 2017 and has held it in 3 quarters since. The position peaked at $158K in Q1 2018. 296 funds tracked by Wall St. Rank hold USFD as of Q4 2018.

  • Financial Gravity Companies held 38 shares of US Foods worth $1K as of Q4 2018.
  • US Foods was a new Financial Gravity Companies position in Q4 2018.
  • US Foods made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1246 holding.
  • Financial Gravity Companies first reported a position in US Foods in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's US Foods position peaked at $158K in Q1 2018.
  • 296 funds tracked by Wall St. Rank held US Foods as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.