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IBM Retirement Fund’s US Foods USFD Stock Holding History

IBM Retirement Fund’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
Q4 		– Sell
-6,224
Closed -$216K – 699
2021
Q3 		$216K Hold
6,224
– – 0.02% 694
2021
Q2 		$239K Sell
6,224
-1,221
-16% -$47.4K 0.02% 680
2021
Q1 		$284K Sell
7,445
-735
-9% -$26.6K 0.02% 634
2020
Q4 		$272K Buy
+8,180
New +$233K 0.02% 655

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

IBM Retirement Fund's USFD Position: Q4 2021 in Review

IBM Retirement Fund sold out of US Foods (USFD) in Q4 2021, closing a stake of 6,224 shares — an estimated $216K sold.

IBM Retirement Fund first reported a position in USFD in Q4 2020 and held it in 4 quarters. The position peaked at $284K in Q1 2021. 311 funds tracked by Wall St. Rank hold USFD as of Q4 2021.

  • IBM Retirement Fund reported no remaining US Foods position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 6,224 US Foods shares in Q4 2021, an estimated $216K.
  • IBM Retirement Fund first reported a position in US Foods in Q4 2020 and held it in 4 quarters.
  • IBM Retirement Fund's US Foods position peaked at $284K in Q1 2021.
  • 311 funds tracked by Wall St. Rank held US Foods as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.