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JCP Investment Management’s US Foods USFD Stock Holding History

JCP Investment Management’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
2023
Q3 		– Sell
-52,500
Closed -$2.31M – 14
2023
Q2 		$2.31M Hold
52,500
– – 1.93% 11
2023
Q1 		$1.94M Buy
+52,500
New +$1.95M 1.37% 14

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

JCP Investment Management's USFD Position: Q3 2023 in Review

JCP Investment Management sold out of US Foods (USFD) in Q3 2023, closing a stake of 52,500 shares — an estimated $2.31M sold.

JCP Investment Management first reported a position in USFD in Q1 2023 and held it in 2 quarters. The position peaked at $2.31M in Q2 2023. 393 funds tracked by Wall St. Rank hold USFD as of Q3 2023.

  • JCP Investment Management reported no remaining US Foods position as of Q3 2023 after selling out during the quarter.
  • JCP Investment Management sold 52,500 US Foods shares in Q3 2023, an estimated $2.31M.
  • JCP Investment Management first reported a position in US Foods in Q1 2023 and held it in 2 quarters.
  • JCP Investment Management's US Foods position peaked at $2.31M in Q2 2023.
  • 393 funds tracked by Wall St. Rank held US Foods as of Q3 2023.

Based on JCP Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.