IFG Advisory’s US Foods USFD Stock Holding History

IFG Advisory’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	-5,500	Closed	-$209K	–	515
2021 Q1	$209K	Sell	5,500 -2,000	-27%	-$72.3K	0.03%	458
2020 Q4	$249K	Buy	+7,500	New	+$214K	0.03%	390

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

IFG Advisory's USFD Position: Q2 2021 in Review

IFG Advisory sold out of US Foods (USFD) in Q2 2021, closing a stake of 5,500 shares — an estimated $209K sold.

IFG Advisory first reported a position in USFD in Q4 2020 and held it in 2 quarters. The position peaked at $249K in Q4 2020. 296 funds tracked by Wall St. Rank hold USFD as of Q2 2021.

IFG Advisory reported no remaining US Foods position as of Q2 2021 after selling out during the quarter.
IFG Advisory sold 5,500 US Foods shares in Q2 2021, an estimated $209K.
IFG Advisory first reported a position in US Foods in Q4 2020 and held it in 2 quarters.
IFG Advisory's US Foods position peaked at $249K in Q4 2020.
296 funds tracked by Wall St. Rank held US Foods as of Q2 2021.

Based on IFG Advisory's 13F filing for Q2 2021, filed 21 Jul 2021.