Liberty Wealth Management’s US Foods USFD Stock Holding History

Liberty Wealth 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
2021 Q2	–	Sell	-12	Closed	–	–	1188
2021 Q1	$0	Hold	12	–	–	﹤0.01%	1046
2020 Q4	$0	Buy	+12	New	+$342	﹤0.01%	1074

Other funds holding USFD

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Liberty Wealth Management's USFD Position: Q2 2021 in Review

Liberty Wealth Management sold out of US Foods (USFD) in Q2 2021, closing a stake of 12 shares.

Liberty Wealth Management first reported a position in USFD in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 296 funds tracked by Wall St. Rank hold USFD as of Q2 2021.

Liberty Wealth Management reported no remaining US Foods position as of Q2 2021 after selling out during the quarter.
Liberty Wealth Management sold 12 US Foods shares in Q2 2021.
Liberty Wealth Management first reported a position in US Foods in Q4 2020 and held it in 2 quarters.
Liberty Wealth Management's US Foods position peaked at $0 in Q1 2021.
296 funds tracked by Wall St. Rank held US Foods as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.