FIM
USFD icon

Foresters Investment Management’s US Foods USFD Stock Holding History

Foresters Investment Management’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 		$21M Sell
510,500
-67,800
-12% -$2.62M 0.42% 77
2019
Q2 		$20.7M Buy
578,300
+8,100
+1% +$294K 0.37% 86
2019
Q1 		$19.9M Buy
570,200
+3,450
+0.6% +$118K 0.35% 93
2018
Q4 		$17.9M Buy
566,750
+25,750
+5% +$794K 0.34% 103
2018
Q3 		$16.7M Buy
541,000
+8,200
+2% +$284K 0.26% 123
2018
Q2 		$20.1M Sell
532,800
-32,800
-6% -$1.16M 0.34% 105
2018
Q1 		$18.5M Buy
565,600
+1,300
+0.2% +$42.5K 0.31% 123
2017
Q4 		$18M Sell
564,300
-64,900
-10% -$1.84M 0.28% 131
2017
Q3 		$16.8M Buy
629,200
+57,900
+10% +$1.59M 0.27% 140
2017
Q2 		$15.6M Buy
571,300
+44,000
+8% +$1.25M 0.26% 141
2017
Q1 		$14.8M Buy
527,300
+2,100
+0.4% +$56.9K 0.26% 143
2016
Q4 		$14.1M Buy
525,200
+34,500
+7% +$828K 0.25% 144
2016
Q3 		$11.6M Buy
490,700
+95,800
+24% +$2.33M 0.22% 148
2016
Q2 		$9.57M Buy
+394,900
New +$9.64M 0.18% 157

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Foresters Investment Management's USFD Position: Q3 2019 in Review

Foresters Investment Management reduced its US Foods (USFD) stake by 12% in Q3 2019, selling an estimated $2.62M and leaving 510,500 shares worth $21M. The position accounts for 0.42% of the portfolio, ranked #77.

Foresters Investment Management first reported a position in USFD in Q2 2016 and has held it in 14 quarters since. 327 funds tracked by Wall St. Rank hold USFD as of Q3 2019.

  • Foresters Investment Management held 510,500 shares of US Foods worth $21M as of Q3 2019.
  • Foresters Investment Management sold 67,800 US Foods shares in Q3 2019, an estimated $2.62M.
  • US Foods made up 0.42% of Foresters Investment Management's portfolio in Q3 2019, its #77 holding.
  • Foresters Investment Management first reported a position in US Foods in Q2 2016 and has held it in 14 quarters since.
  • 327 funds tracked by Wall St. Rank held US Foods as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.