Osborne Partners Capital Management’s US Foods USFD Stock Holding History

Osborne Partners Capital 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
2020 Q2	–	Sell	-12,250	Closed	-$217K	–	155
2020 Q1	$217K	Hold	12,250	–	–	0.06%	136
2019 Q4	$513K	Hold	12,250	–	–	0.1%	108
2019 Q3	$503K	Hold	12,250	–	–	0.1%	110
2019 Q2	$438K	Hold	12,250	–	–	0.08%	120
2019 Q1	$428K	Hold	12,250	–	–	0.08%	119
2018 Q4	$388K	Buy	+12,250	New	+$378K	0.06%	153

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SHCM

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

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

Osborne Partners Capital Management's USFD Position: Q2 2020 in Review

Osborne Partners Capital Management sold out of US Foods (USFD) in Q2 2020, closing a stake of 12,250 shares — an estimated $217K sold.

Osborne Partners Capital Management first reported a position in USFD in Q4 2018 and held it in 6 quarters. The position peaked at $513K in Q4 2019. 283 funds tracked by Wall St. Rank hold USFD as of Q2 2020.

Osborne Partners Capital Management reported no remaining US Foods position as of Q2 2020 after selling out during the quarter.
Osborne Partners Capital Management sold 12,250 US Foods shares in Q2 2020, an estimated $217K.
Osborne Partners Capital Management first reported a position in US Foods in Q4 2018 and held it in 6 quarters.
Osborne Partners Capital Management's US Foods position peaked at $513K in Q4 2019.
283 funds tracked by Wall St. Rank held US Foods as of Q2 2020.

Based on Osborne Partners Capital Management's 13F filing for Q2 2020, filed 23 Jul 2020.