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LPAM
Legion Partners Asset Management’s
US Foods
USFD
Stock Holding History
Legion Partners Asset 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
2024
Q1
–
Sell
-157,185
Closed
-$7.14M
–
14
2023
Q4
$7.14M
Sell
157,185
-48,000
-23%
-$1.99M
1.86%
13
2023
Q3
$8.15M
Hold
205,185
–
–
2.49%
11
2023
Q2
$9.03M
Hold
205,185
–
–
2.68%
12
2023
Q1
$7.58M
Sell
205,185
-60,000
-23%
-$2.22M
2.23%
12
2022
Q4
$9.02M
Sell
265,185
-745,300
-74%
-$23.8M
3.06%
12
2022
Q3
$26.7M
Hold
1,010,485
–
–
9.65%
6
2022
Q2
$31M
Hold
1,010,485
–
–
9.38%
4
2022
Q1
$38M
Buy
1,010,485
+173,079
+21%
+$6.31M
9.05%
7
2021
Q4
$29.2M
Buy
+837,406
New
+$29.1M
7.18%
10
Other funds holding USFD
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
SHCM
Sachem Head Capital Management
New York
$4.15B AUM
48.05%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
LP
Longview Partners
St Peter Port, Guernsey
$7.06B AUM
3.43%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
CCP
Clarkston Capital Partners
Rochester, Michigan
$1.31B AUM
3.79%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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