Sandhill Capital Partners’s US Foods USFD Stock Holding History

Sandhill Capital Partners’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	-676,649	Closed	-$12M	–	83
2020 Q1	$12M	Buy	676,649 +5,483	+0.8%	+$184K	1.61%	30
2019 Q4	$28.1M	Buy	671,166 +6,635	+1%	+$266K	3.12%	14
2019 Q3	$27.3M	Buy	664,531 +16,362	+3%	+$632K	3.33%	10
2019 Q2	$23.2M	Buy	648,169 +14,099	+2%	+$512K	2.94%	17
2019 Q1	$22.1M	Sell	634,070 -224,670	-26%	-$7.71M	3.09%	17
2018 Q4	$27.2M	Buy	858,740 +31,096	+4%	+$959K	4.48%	2
2018 Q3	$25.5M	Buy	827,644 +21,407	+3%	+$740K	3.78%	5
2018 Q2	$30.5M	Buy	806,237 +15,830	+2%	+$560K	4.82%	1
2018 Q1	$25.9M	Buy	790,407 +37,176	+5%	+$1.22M	4.25%	5
2017 Q4	$24.1M	Buy	753,231 +18,636	+3%	+$528K	4.28%	7
2017 Q3	$19.6M	Buy	734,595 +13,761	+2%	+$377K	3.82%	9
2017 Q2	$19.6M	Buy	720,834 +32,130	+5%	+$914K	4.15%	6
2017 Q1	$19.3M	Buy	+688,704	New	+$18.7M	4.51%	3

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

Sandhill Capital Partners's USFD Position: Q2 2020 in Review

Sandhill Capital Partners sold out of US Foods (USFD) in Q2 2020, closing a stake of 676,649 shares — an estimated $12M sold.

Sandhill Capital Partners first reported a position in USFD in Q1 2017 and held it in 13 quarters. The position peaked at $30.5M in Q2 2018. 284 funds tracked by Wall St. Rank hold USFD as of Q2 2020.

Sandhill Capital Partners reported no remaining US Foods position as of Q2 2020 after selling out during the quarter.
Sandhill Capital Partners sold 676,649 US Foods shares in Q2 2020, an estimated $12M.
Sandhill Capital Partners first reported a position in US Foods in Q1 2017 and held it in 13 quarters.
Sandhill Capital Partners's US Foods position peaked at $30.5M in Q2 2018.
284 funds tracked by Wall St. Rank held US Foods as of Q2 2020.

Based on Sandhill Capital Partners's 13F filing for Q2 2020, filed 13 Aug 2020.