Next Financial Group’s US Foods USFD Stock Holding History

Next Financial Group’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 Q4	$45K	Hold	1,285	–	–	﹤0.01%	1516
2021 Q3	$45K	Hold	1,285	–	–	﹤0.01%	1457
2021 Q2	$49K	Buy	1,285 +970	+308%	+$37.6K	﹤0.01%	1392
2021 Q1	$12K	Hold	315	–	–	﹤0.01%	1840
2020 Q4	$10K	Buy	315 +30	+11%	+$856	﹤0.01%	1791
2020 Q3	$6K	Buy	+285	New	+$6.41K	﹤0.01%	1801
2020 Q2	–	Sell	-285	Closed	-$5K	–	1836
2020 Q1	$5K	Hold	285	–	–	﹤0.01%	1726
2019 Q4	$12K	Hold	285	–	–	﹤0.01%	1719
2019 Q3	$12K	Hold	285	–	–	﹤0.01%	1657
2019 Q2	$10K	Buy	+285	New	+$10.4K	﹤0.01%	1694

Other funds holding USFD

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LGP

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

Next Financial Group's USFD Position: Q4 2021 in Review

Next Financial Group held its US Foods (USFD) position steady in Q4 2021 at 1,285 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Next Financial Group first reported a position in USFD in Q2 2019 and has held it in 10 quarters since. The position peaked at $49K in Q2 2021. 310 funds tracked by Wall St. Rank hold USFD as of Q4 2021.

Next Financial Group held 1,285 shares of US Foods worth $45K as of Q4 2021.
Next Financial Group left its US Foods share count unchanged in Q4 2021.
US Foods made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1516 holding.
Next Financial Group first reported a position in US Foods in Q2 2019 and has held it in 10 quarters since.
Next Financial Group's US Foods position peaked at $49K in Q2 2021.
310 funds tracked by Wall St. Rank held US Foods as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.