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Soltis Investment Advisors’s US Foods USFD Stock Holding History

Soltis Investment 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
2020
Q4 		– Sell
-34,486
Closed -$766K – 226
2020
Q3 		$766K Sell
34,486
-4,379
-11% -$98.5K 0.18% 97
2020
Q2 		$766K Buy
38,865
+5,136
+15% +$98.2K 0.2% 82
2020
Q1 		$597K Buy
+33,729
New +$1.13M 0.19% 65

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Soltis Investment Advisors's USFD Position: Q4 2020 in Review

Soltis Investment Advisors sold out of US Foods (USFD) in Q4 2020, closing a stake of 34,486 shares — an estimated $766K sold.

Soltis Investment Advisors first reported a position in USFD in Q1 2020 and held it in 3 quarters. The position peaked at $766K in Q3 2020. 316 funds tracked by Wall St. Rank hold USFD as of Q4 2020.

  • Soltis Investment Advisors reported no remaining US Foods position as of Q4 2020 after selling out during the quarter.
  • Soltis Investment Advisors sold 34,486 US Foods shares in Q4 2020, an estimated $766K.
  • Soltis Investment Advisors first reported a position in US Foods in Q1 2020 and held it in 3 quarters.
  • Soltis Investment Advisors's US Foods position peaked at $766K in Q3 2020.
  • 316 funds tracked by Wall St. Rank held US Foods as of Q4 2020.

Based on Soltis Investment Advisors's 13F filing for Q4 2020, filed 10 Feb 2021.