Steel Grove Capital Advisors’s US Foods USFD Stock Holding History

Steel Grove Capital 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 Q1	–	Sell	-23,131	Closed	-$732K	–	267
2018 Q4	$732K	Sell	23,131 -2,282	-9%	-$70.4K	0.1%	161
2018 Q3	$783K	Sell	25,413 -1,324	-5%	-$45.8K	0.11%	153
2018 Q2	$1.01M	Hold	26,737	–	–	0.16%	125
2018 Q1	$876K	Buy	+26,737	New	+$874K	0.14%	144

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Steel Grove Capital Advisors's USFD Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of US Foods (USFD) in Q1 2019, closing a stake of 23,131 shares — an estimated $732K sold.

Steel Grove Capital Advisors first reported a position in USFD in Q1 2018 and held it in 4 quarters. The position peaked at $1.01M in Q2 2018. 300 funds tracked by Wall St. Rank hold USFD as of Q1 2019.

Steel Grove Capital Advisors reported no remaining US Foods position as of Q1 2019 after selling out during the quarter.
Steel Grove Capital Advisors sold 23,131 US Foods shares in Q1 2019, an estimated $732K.
Steel Grove Capital Advisors first reported a position in US Foods in Q1 2018 and held it in 4 quarters.
Steel Grove Capital Advisors's US Foods position peaked at $1.01M in Q2 2018.
300 funds tracked by Wall St. Rank held US Foods as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.