Regent Peak Wealth Advisors’s US Foods USFD Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-13	Closed	–	–	941
2020 Q4	$0	Buy	+13	New	+$371	﹤0.01%	1130

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

Regent Peak Wealth Advisors's USFD Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of US Foods (USFD) in Q1 2021, closing a stake of 13 shares.

Regent Peak Wealth Advisors first reported a position in USFD in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 313 funds tracked by Wall St. Rank hold USFD as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining US Foods position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 13 US Foods shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in US Foods in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's US Foods position peaked at $0 in Q4 2020.
313 funds tracked by Wall St. Rank held US Foods as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.