Stevens First Principles Investment Advisors’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$105K Buy
2,925
+365
+14% +$13.3K 0.06% 74
2019
Q1
$89K Buy
2,560
+1,170
+84% +$40.1K 0.05% 78
2018
Q4
$44K Hold
1,390
0.03% 94
2018
Q3
$43K Buy
+1,390
New +$48.1K 0.02% 98

Other funds holding USFD

Stevens First Principles Investment Advisors's USFD Position: Q2 2019 in Review

Stevens First Principles Investment Advisors increased its US Foods (USFD) stake by 14% in Q2 2019, buying an estimated $13.3K and bringing the position to 2,925 shares worth $105K. The position accounts for 0.06% of the portfolio, ranked #74.

Stevens First Principles Investment Advisors first reported a position in USFD in Q3 2018 and has held it in 4 quarters since. 289 funds tracked by Wall St. Rank hold USFD as of Q2 2019.

  • Stevens First Principles Investment Advisors held 2,925 shares of US Foods worth $105K as of Q2 2019.
  • Stevens First Principles Investment Advisors bought 365 US Foods shares in Q2 2019, an estimated $13.3K.
  • US Foods made up 0.06% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #74 holding.
  • Stevens First Principles Investment Advisors first reported a position in US Foods in Q3 2018 and has held it in 4 quarters since.
  • 289 funds tracked by Wall St. Rank held US Foods as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.