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Freedom Investment Management’s US Foods USFD Stock Holding History

Freedom 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
2018
Q4 		– Sell
-37,973
Closed -$1.23M – 900
2018
Q3 		$1.23M Sell
37,973
-14,620
-28% -$505K 0.08% 271
2018
Q2 		$1.99M Buy
52,593
+16,284
+45% +$576K 0.12% 163
2018
Q1 		$1.19M Sell
36,309
-855
-2% -$27.9K 0.06% 322
2017
Q4 		$1.19M Buy
+37,164
New +$1.05M 0.06% 298

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 $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Freedom Investment Management's USFD Position: Q4 2018 in Review

Freedom Investment Management sold out of US Foods (USFD) in Q4 2018, closing a stake of 37,973 shares — an estimated $1.23M sold.

Freedom Investment Management first reported a position in USFD in Q4 2017 and held it in 4 quarters. The position peaked at $1.99M in Q2 2018. 295 funds tracked by Wall St. Rank hold USFD as of Q4 2018.

  • Freedom Investment Management reported no remaining US Foods position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 37,973 US Foods shares in Q4 2018, an estimated $1.23M.
  • Freedom Investment Management first reported a position in US Foods in Q4 2017 and held it in 4 quarters.
  • Freedom Investment Management's US Foods position peaked at $1.99M in Q2 2018.
  • 295 funds tracked by Wall St. Rank held US Foods as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.