First Manhattan’s US Foods USFD Stock Holding History

First Manhattan’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
2024 Q2	–	Sell	-78	Closed	-$4.26K	–	1287
2024 Q1	$4.26K	Sell	78 -1,100	-93%	-$54.2K	﹤0.01%	1211
2023 Q4	$53.5K	Buy	1,178 +78	+7%	+$3.23K	﹤0.01%	858
2023 Q3	$43.7K	Hold	1,100	–	–	﹤0.01%	896
2023 Q2	$48.4K	Hold	1,100	–	–	﹤0.01%	894
2023 Q1	$40.6K	Hold	1,100	–	–	﹤0.01%	952
2022 Q4	$37.4K	Hold	1,100	–	–	﹤0.01%	988
2022 Q3	$29K	Hold	1,100	–	–	﹤0.01%	1032
2022 Q2	$33K	Hold	1,100	–	–	﹤0.01%	1037
2022 Q1	$41K	Hold	1,100	–	–	﹤0.01%	1037
2021 Q4	$38K	Hold	1,100	–	–	﹤0.01%	1040
2021 Q3	$38K	Hold	1,100	–	–	﹤0.01%	1040
2021 Q2	$42K	Hold	1,100	–	–	﹤0.01%	1020
2021 Q1	$41K	Hold	1,100	–	–	﹤0.01%	1000
2020 Q4	$36K	Hold	1,100	–	–	﹤0.01%	958
2020 Q3	$24K	Hold	1,100	–	–	﹤0.01%	1000
2020 Q2	$21K	Buy	+1,100	New	+$21K	﹤0.01%	1024

Other funds holding USFD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Manhattan's USFD Position: Q2 2024 in Review

First Manhattan sold out of US Foods (USFD) in Q2 2024, closing a stake of 78 shares — an estimated $4.26K sold.

First Manhattan first reported a position in USFD in Q2 2020 and held it in 16 quarters. The position peaked at $53.5K in Q4 2023. 452 funds tracked by Wall St. Rank hold USFD as of Q2 2024.

First Manhattan reported no remaining US Foods position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 78 US Foods shares in Q2 2024, an estimated $4.26K.
First Manhattan first reported a position in US Foods in Q2 2020 and held it in 16 quarters.
First Manhattan's US Foods position peaked at $53.5K in Q4 2023.
452 funds tracked by Wall St. Rank held US Foods as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.