Perigon Wealth Management’s US Foods USFD Stock Holding History

Perigon 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
2021 Q1	–	Sell	-4,067	Closed	-$135K	–	1010
2020 Q4	$135K	Buy	+4,067	New	+$116K	0.02%	481

Other funds holding USFD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Perigon Wealth Management's USFD Position: Q1 2021 in Review

Perigon Wealth Management sold out of US Foods (USFD) in Q1 2021, closing a stake of 4,067 shares — an estimated $135K sold.

Perigon Wealth Management first reported a position in USFD in Q4 2020 and held it in 1 quarter. The position peaked at $135K in Q4 2020. 313 funds tracked by Wall St. Rank hold USFD as of Q1 2021.

Perigon Wealth Management reported no remaining US Foods position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 4,067 US Foods shares in Q1 2021, an estimated $135K.
Perigon Wealth Management first reported a position in US Foods in Q4 2020 and held it in 1 quarter.
Perigon Wealth Management's US Foods position peaked at $135K in Q4 2020.
313 funds tracked by Wall St. Rank held US Foods as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.