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Longview Partners’s US Foods USFD Stock Holding History

Longview Partners’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
Q2 		– Sell
-7,311,353
Closed -$395M – 25
2024
Q1 		$395M Sell
7,311,353
-206,600
-3% -$10.2M 2.55% 24
2023
Q4 		$341M Sell
7,517,953
-569,084
-7% -$23.5M 2.28% 25
2023
Q3 		$321M Sell
8,087,037
-196,042
-2% -$8.13M 2.28% 24
2023
Q2 		$364M Sell
8,283,079
-202,900
-2% -$8.05M 2.39% 24
2023
Q1 		$313M Buy
8,485,979
+265,350
+3% +$9.84M 2.21% 24
2022
Q4 		$280M Sell
8,220,629
-87,100
-1% -$2.79M 2.22% 24
2022
Q3 		$220M Sell
8,307,729
-527,211
-6% -$16.4M 1.88% 26
2022
Q2 		$271M Sell
8,834,940
-26,700
-0.3% -$903K 2.07% 24
2022
Q1 		$333M Sell
8,861,640
-267,006
-3% -$9.73M 2.18% 22
2021
Q4 		$318M Sell
9,128,646
-606,714
-6% -$21.1M 2.03% 21
2021
Q3 		$337M Sell
9,735,360
-1,744,073
-15% -$59.8M 2.13% 22
2021
Q2 		$440M Sell
11,479,433
-1,093,410
-9% -$42.4M 2.42% 20
2021
Q1 		$479M Sell
12,572,843
-3,041,982
-19% -$110M 2.55% 22
2020
Q4 		$520M Sell
15,614,825
-3,204,858
-17% -$91.4M 2.52% 20
2020
Q3 		$418M Buy
18,819,683
+2,034,684
+12% +$45.8M 1.97% 20
2020
Q2 		$331M Sell
16,784,999
-233,143
-1% -$4.46M 1.57% 22
2020
Q1 		$301M Buy
17,018,142
+185,974
+1% +$6.23M 1.62% 22
2019
Q4 		$705M Sell
16,832,168
-64,222
-0.4% -$2.58M 2.95% 17
2019
Q3 		$694M Buy
16,896,390
+30,700
+0.2% +$1.19M 3.23% 17
2019
Q2 		$603M Buy
16,865,690
+1,702,792
+11% +$61.9M 2.92% 18
2019
Q1 		$529M Sell
15,162,898
-567,478
-4% -$19.5M 2.79% 19
2018
Q4 		$498M Buy
15,730,376
+945,238
+6% +$29.2M 2.65% 21
2018
Q3 		$456M Buy
+14,785,138
New +$511M 2.25% 20

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Longview Partners's USFD Position: Q2 2024 in Review

Longview Partners sold out of US Foods (USFD) in Q2 2024, closing a stake of 7,311,353 shares — an estimated $395M sold.

Longview Partners first reported a position in USFD in Q3 2018 and held it in 23 quarters. The position peaked at $705M in Q4 2019. 452 funds tracked by Wall St. Rank hold USFD as of Q2 2024.

  • Longview Partners reported no remaining US Foods position as of Q2 2024 after selling out during the quarter.
  • Longview Partners sold 7,311,353 US Foods shares in Q2 2024, an estimated $395M.
  • Longview Partners first reported a position in US Foods in Q3 2018 and held it in 23 quarters.
  • Longview Partners's US Foods position peaked at $705M in Q4 2019.
  • 452 funds tracked by Wall St. Rank held US Foods as of Q2 2024.

Based on Longview Partners's 13F filing for Q2 2024, filed 13 Aug 2024.