Jefferies Group’s US Foods USFD Stock Holding History

Jefferies Group’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
2018 Q3	–	Sell	-16,900	Closed	-$639K	–	2762
2018 Q2	$639K	Hold	16,900	–	–	﹤0.01%	1473
2018 Q1	$554K	Buy	+16,900	New	+$552K	﹤0.01%	1448

Other funds holding USFD

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

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jefferies Group's USFD Position: Q3 2022 in Review

Jefferies Group sold out of US Foods (USFD) in Q3 2022, closing a stake of 17,282 shares — an estimated $530K sold.

Jefferies Group first reported a position in USFD in Q4 2016 and held it in 13 quarters. The position peaked at $12.6M in Q3 2019. 301 funds tracked by Wall St. Rank hold USFD as of Q3 2022.

Jefferies Group reported no remaining US Foods position as of Q3 2022 after selling out during the quarter.
Jefferies Group sold 17,282 US Foods shares in Q3 2022, an estimated $530K.
Jefferies Group first reported a position in US Foods in Q4 2016 and held it in 13 quarters.
Jefferies Group's US Foods position peaked at $12.6M in Q3 2019.
301 funds tracked by Wall St. Rank held US Foods as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.