Foundry Partners’s US Foods USFD Stock Holding History

Foundry Partners’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
2022 Q4	–	Sell	-10,129	Closed	-$268K	–	338
2022 Q3	$268K	Buy	10,129 +2,611	+35%	+$81K	0.02%	294
2022 Q2	$231K	Hold	7,518	–	–	0.01%	285
2022 Q1	$283K	Hold	7,518	–	–	0.01%	308
2021 Q4	$262K	Buy	+7,518	New	+$262K	0.01%	326
2021 Q3	–	Sell	-5,491	Closed	-$211K	–	394
2021 Q2	$211K	Hold	5,491	–	–	0.01%	361
2021 Q1	$209K	Buy	+5,491	New	+$199K	0.01%	432

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

SHCM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Foundry Partners's USFD Position: Q4 2022 in Review

Foundry Partners sold out of US Foods (USFD) in Q4 2022, closing a stake of 10,129 shares — an estimated $268K sold.

Foundry Partners first reported a position in USFD in Q1 2021 and held it in 6 quarters. The position peaked at $283K in Q1 2022. 318 funds tracked by Wall St. Rank hold USFD as of Q4 2022.

Foundry Partners reported no remaining US Foods position as of Q4 2022 after selling out during the quarter.
Foundry Partners sold 10,129 US Foods shares in Q4 2022, an estimated $268K.
Foundry Partners first reported a position in US Foods in Q1 2021 and held it in 6 quarters.
Foundry Partners's US Foods position peaked at $283K in Q1 2022.
318 funds tracked by Wall St. Rank held US Foods as of Q4 2022.

Based on Foundry Partners's 13F filing for Q4 2022, filed 30 Jan 2023.