Summit Global Investments’s US Foods USFD Stock Holding History

Summit Global Investments’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
2021 Q3	–	Sell	-35,610	Closed	-$1.37M	–	569
2021 Q2	$1.37M	Buy	+35,610	New	+$1.38M	0.08%	178

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Summit Global Investments's USFD Position: Q3 2021 in Review

Summit Global Investments sold out of US Foods (USFD) in Q3 2021, closing a stake of 35,610 shares — an estimated $1.37M sold.

Summit Global Investments first reported a position in USFD in Q2 2021 and held it in 1 quarter. The position peaked at $1.37M in Q2 2021. 301 funds tracked by Wall St. Rank hold USFD as of Q3 2021.

Summit Global Investments reported no remaining US Foods position as of Q3 2021 after selling out during the quarter.
Summit Global Investments sold 35,610 US Foods shares in Q3 2021, an estimated $1.37M.
Summit Global Investments first reported a position in US Foods in Q2 2021 and held it in 1 quarter.
Summit Global Investments's US Foods position peaked at $1.37M in Q2 2021.
301 funds tracked by Wall St. Rank held US Foods as of Q3 2021.

Based on Summit Global Investments's 13F filing for Q3 2021, filed 8 Nov 2021.