Gideon Capital Advisors’s US Foods USFD Stock Holding History

Gideon Capital Advisors’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 Q4	–	Sell	-7,489	Closed	-$308K	–	391
2019 Q3	$308K	Sell	7,489 -24,387	-77%	-$941K	0.1%	231
2019 Q2	$1.14M	Buy	31,876 +23,322	+273%	+$847K	0.39%	95
2019 Q1	$299K	Buy	+8,554	New	+$293K	0.11%	282
2018 Q4	–	Sell	-11,173	Closed	-$344K	–	516
2018 Q3	$344K	Buy	+11,173	New	+$386K	0.16%	210
2018 Q2	–	Sell	-21,343	Closed	-$699K	–	500
2018 Q1	$699K	Buy	+21,343	New	+$698K	0.43%	59

Other funds holding USFD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Gideon Capital Advisors's USFD Position: Q4 2019 in Review

Gideon Capital Advisors sold out of US Foods (USFD) in Q4 2019, closing a stake of 7,489 shares — an estimated $308K sold.

Gideon Capital Advisors first reported a position in USFD in Q1 2018 and held it in 5 quarters. The position peaked at $1.14M in Q2 2019. 326 funds tracked by Wall St. Rank hold USFD as of Q4 2019.

Gideon Capital Advisors reported no remaining US Foods position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 7,489 US Foods shares in Q4 2019, an estimated $308K.
Gideon Capital Advisors first reported a position in US Foods in Q1 2018 and held it in 5 quarters.
Gideon Capital Advisors's US Foods position peaked at $1.14M in Q2 2019.
326 funds tracked by Wall St. Rank held US Foods as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.