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Ladenburg Thalmann Financial Services’s US Foods USFD Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$325K Buy
7,780
+115
+2% +$4.62K ﹤0.01% 2148
2019
Q3 		$315K Buy
7,665
+538
+8% +$20.8K ﹤0.01% 2131
2019
Q2 		$257K Sell
7,127
-186
-3% -$6.76K ﹤0.01% 2276
2019
Q1 		$255K Sell
7,313
-1,242
-15% -$42.6K ﹤0.01% 2215
2018
Q4 		$271K Sell
8,555
-1,973
-19% -$60.9K ﹤0.01% 2002
2018
Q3 		$324K Sell
10,528
-1,121
-10% -$38.8K ﹤0.01% 1930
2018
Q2 		$381K Hold
11,649
– – ﹤0.01% 1762
2018
Q1 		$381K Sell
11,649
-313
-3% -$10.2K ﹤0.01% 1762
2017
Q4 		$383K Sell
11,962
-806
-6% -$22.8K ﹤0.01% 1730
2017
Q3 		$341K Buy
12,768
+379
+3% +$10.4K ﹤0.01% 1710
2017
Q2 		$337K Buy
12,389
+3,578
+41% +$102K ﹤0.01% 1663
2017
Q1 		$246K Buy
+8,811
New +$239K ﹤0.01% 1764
2016
Q4 		– Sell
-200
Closed -$5K – 4959
2016
Q3 		$5K Sell
200
-444
-69% -$10.8K ﹤0.01% 4177
2016
Q2 		$16K Buy
+644
New +$15.7K ﹤0.01% 3494

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Ladenburg Thalmann Financial Services's USFD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its US Foods (USFD) stake by 1.5% in Q4 2019, buying an estimated $4.62K and bringing the position to 7,780 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Ladenburg Thalmann Financial Services first reported a position in USFD in Q2 2016 and has held it in 14 quarters since. The position peaked at $383K in Q4 2017. 326 funds tracked by Wall St. Rank hold USFD as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 7,780 shares of US Foods worth $325K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 115 US Foods shares in Q4 2019, an estimated $4.62K.
  • US Foods made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2148 holding.
  • Ladenburg Thalmann Financial Services first reported a position in US Foods in Q2 2016 and has held it in 14 quarters since.
  • Ladenburg Thalmann Financial Services's US Foods position peaked at $383K in Q4 2017.
  • 326 funds tracked by Wall St. Rank held US Foods as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.