Meridian Wealth Management’s US Foods USFD Stock Holding History

Meridian 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
2022 Q2	–	Sell	-6,876	Closed	-$259K	–	581
2022 Q1	$259K	Hold	6,876	–	–	0.03%	337
2021 Q4	$239K	Sell	6,876 -1,046	-13%	-$36.4K	0.03%	359
2021 Q3	$275K	Buy	7,922 +100	+1%	+$3.43K	0.03%	322
2021 Q2	$300K	Hold	7,822	–	–	0.04%	300
2021 Q1	$298K	Buy	+7,822	New	+$283K	0.04%	280

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

Meridian Wealth Management's USFD Position: Q2 2022 in Review

Meridian Wealth Management sold out of US Foods (USFD) in Q2 2022, closing a stake of 6,876 shares — an estimated $259K sold.

Meridian Wealth Management first reported a position in USFD in Q1 2021 and held it in 5 quarters. The position peaked at $300K in Q2 2021. 301 funds tracked by Wall St. Rank hold USFD as of Q2 2022.

Meridian Wealth Management reported no remaining US Foods position as of Q2 2022 after selling out during the quarter.
Meridian Wealth Management sold 6,876 US Foods shares in Q2 2022, an estimated $259K.
Meridian Wealth Management first reported a position in US Foods in Q1 2021 and held it in 5 quarters.
Meridian Wealth Management's US Foods position peaked at $300K in Q2 2021.
301 funds tracked by Wall St. Rank held US Foods as of Q2 2022.

Based on Meridian Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.