IAG Wealth Partners’s US Foods USFD Stock Holding History

IAG Wealth 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
2021 Q2	–	Sell	-290	Closed	-$12K	–	397
2021 Q1	$12K	Hold	290	–	–	﹤0.01%	245
2020 Q4	$10K	Hold	290	–	–	﹤0.01%	241
2020 Q3	$7K	Hold	290	–	–	﹤0.01%	265
2020 Q2	$6K	Buy	290 +40	+16%	+$765	﹤0.01%	276
2020 Q1	$5K	Buy	+250	New	+$8.37K	﹤0.01%	276

Other funds holding USFD

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

IAG Wealth Partners's USFD Position: Q2 2021 in Review

IAG Wealth Partners sold out of US Foods (USFD) in Q2 2021, closing a stake of 290 shares — an estimated $12K sold.

IAG Wealth Partners first reported a position in USFD in Q1 2020 and held it in 5 quarters. The position peaked at $12K in Q1 2021. 296 funds tracked by Wall St. Rank hold USFD as of Q2 2021.

IAG Wealth Partners reported no remaining US Foods position as of Q2 2021 after selling out during the quarter.
IAG Wealth Partners sold 290 US Foods shares in Q2 2021, an estimated $12K.
IAG Wealth Partners first reported a position in US Foods in Q1 2020 and held it in 5 quarters.
IAG Wealth Partners's US Foods position peaked at $12K in Q1 2021.
296 funds tracked by Wall St. Rank held US Foods as of Q2 2021.

Based on IAG Wealth Partners's 13F filing for Q2 2021, filed 4 Aug 2021.