Simon Quick Advisors’s US Foods USFD Stock Holding History

Simon Quick 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
2019 Q4	–	Sell	-77	Closed	-$3K	–	686
2019 Q3	$3K	Buy	+77	New	+$2.97K	﹤0.01%	335

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Simon Quick Advisors's USFD Position: Q4 2019 in Review

Simon Quick Advisors sold out of US Foods (USFD) in Q4 2019, closing a stake of 77 shares — an estimated $3K sold.

Simon Quick Advisors first reported a position in USFD in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 325 funds tracked by Wall St. Rank hold USFD as of Q4 2019.

Simon Quick Advisors reported no remaining US Foods position as of Q4 2019 after selling out during the quarter.
Simon Quick Advisors sold 77 US Foods shares in Q4 2019, an estimated $3K.
Simon Quick Advisors first reported a position in US Foods in Q3 2019 and held it in 1 quarter.
Simon Quick Advisors's US Foods position peaked at $3K in Q3 2019.
325 funds tracked by Wall St. Rank held US Foods as of Q4 2019.

Based on Simon Quick Advisors's 13F filing for Q4 2019, filed 6 Jan 2020.