Oak Family Advisors’s US Foods USFD Stock Holding History

Oak Family Advisors’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	-20,000	Closed	-$753K	–	147
2022 Q1	$753K	Hold	20,000	–	–	0.29%	61
2021 Q4	$697K	Hold	20,000	–	–	0.26%	70
2021 Q3	$693K	Hold	20,000	–	–	0.25%	63
2021 Q2	$767K	Hold	20,000	–	–	0.32%	49
2021 Q1	$762K	Hold	20,000	–	–	0.33%	48
2020 Q4	$666K	Buy	+20,000	New	+$570K	0.34%	52

Other funds holding USFD

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

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 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

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LGP

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

Oak Family Advisors's USFD Position: Q2 2022 in Review

Oak Family Advisors sold out of US Foods (USFD) in Q2 2022, closing a stake of 20,000 shares — an estimated $753K sold.

Oak Family Advisors first reported a position in USFD in Q4 2020 and held it in 6 quarters. The position peaked at $767K in Q2 2021. 301 funds tracked by Wall St. Rank hold USFD as of Q2 2022.

Oak Family Advisors reported no remaining US Foods position as of Q2 2022 after selling out during the quarter.
Oak Family Advisors sold 20,000 US Foods shares in Q2 2022, an estimated $753K.
Oak Family Advisors first reported a position in US Foods in Q4 2020 and held it in 6 quarters.
Oak Family Advisors's US Foods position peaked at $767K in Q2 2021.
301 funds tracked by Wall St. Rank held US Foods as of Q2 2022.

Based on Oak Family Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.