Impax Asset Management Group’s US Foods USFD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.6M	Sell	180,000 -50,000	-22%	-$4.43M	0.12%	111
2025 Q4	$17.3M	Buy	230,000 +20,000	+10%	+$1.5M	0.11%	109
2025 Q3	$16.1M	Sell	210,000 -13,145	-6%	-$1.05M	0.09%	113
2025 Q2	$17.2M	Sell	223,145 -76,855	-26%	-$5.48M	0.1%	111
2025 Q1	$19.6M	Hold	300,000	–	–	0.12%	109
2024 Q4	$20.2M	Sell	300,000 -35,000	-10%	-$2.3M	0.09%	121
2024 Q3	$20.6M	Hold	335,000	–	–	0.08%	128
2024 Q2	$17.7M	Hold	335,000	–	–	0.07%	133
2024 Q1	$18.1M	Buy	335,000 +35,000	+12%	+$1.72M	0.07%	137
2023 Q4	$13.6M	Buy	300,000 +60,000	+25%	+$2.48M	0.05%	147
2023 Q3	$9.53M	Buy	240,000 +30,000	+14%	+$1.24M	0.04%	163
2023 Q2	$9.24M	Hold	210,000	–	–	0.04%	165
2023 Q1	$7.76M	Buy	+210,000	New	+$7.78M	0.03%	173
2019 Q2	–	Sell	-69,399	Closed	-$2.42M	–	294
2019 Q1	$2.42M	Hold	69,399	–	–	0.03%	196
2018 Q4	$2.2M	Hold	69,399	–	–	0.04%	185
2018 Q3	$2.14M	Buy	+69,399	New	+$2.4M	0.03%	193