JIM
USFD icon

Jupiter Investment Management’s US Foods USFD Stock Holding History

Jupiter 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
2020
Q1 		– Sell
-33,552
Closed -$1.41M – 496
2019
Q4 		$1.41M Buy
+33,552
New +$1.35M 0.02% 302
2018
Q4 		– Sell
-284,612
Closed -$8.77M – 446
2018
Q3 		$8.77M Buy
+284,612
New +$9.84M 0.06% 164
2018
Q1 		– Sell
-90,087
Closed -$2.88M – 446
2017
Q4 		$2.88M Buy
+90,087
New +$2.55M 0.03% 213
2017
Q2 		– Sell
-79,152
Closed -$2.21M – 485
2017
Q1 		$2.21M Buy
+79,152
New +$2.15M 0.03% 203

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Jupiter Investment Management's USFD Position: Q1 2020 in Review

Jupiter Investment Management sold out of US Foods (USFD) in Q1 2020, closing a stake of 33,552 shares — an estimated $1.41M sold.

Jupiter Investment Management first reported a position in USFD in Q1 2017 and held it in 4 quarters. The position peaked at $8.77M in Q3 2018. 292 funds tracked by Wall St. Rank hold USFD as of Q1 2020.

  • Jupiter Investment Management reported no remaining US Foods position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 33,552 US Foods shares in Q1 2020, an estimated $1.41M.
  • Jupiter Investment Management first reported a position in US Foods in Q1 2017 and held it in 4 quarters.
  • Jupiter Investment Management's US Foods position peaked at $8.77M in Q3 2018.
  • 292 funds tracked by Wall St. Rank held US Foods as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.