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Sunriver Management’s US Foods USFD Stock Holding History

Sunriver Management’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
2022
Q3 		– Sell
-426,928
Closed -$13.1M – 19
2022
Q2 		$13.1M Sell
426,928
-138,334
-24% -$4.68M 2.08% 18
2022
Q1 		$21.3M Buy
565,262
+83,653
+17% +$3.05M 3.35% 15
2021
Q4 		$16.8M Sell
481,609
-635,279
-57% -$22.1M 2.65% 16
2021
Q3 		$38.7M Buy
1,116,888
+251,253
+29% +$8.62M 6.15% 8
2021
Q2 		$33.2M Buy
865,635
+178,719
+26% +$6.93M 5.65% 8
2021
Q1 		$26.2M Sell
686,916
-307,587
-31% -$11.1M 4.9% 11
2020
Q4 		$33.1M Buy
994,503
+208,348
+27% +$5.94M 5.46% 9
2020
Q3 		$17.5M Buy
786,155
+138,756
+21% +$3.12M 2.79% 18
2020
Q2 		$12.8M Buy
+647,399
New +$12.4M 2.01% 19
2020
Q1 		– Sell
-955,680
Closed -$40M – 21
2019
Q4 		$40M Buy
955,680
+45,030
+5% +$1.81M 7.03% 5
2019
Q3 		$37.4M Sell
910,650
-81,570
-8% -$3.15M 7.25% 3
2019
Q2 		$35.5M Sell
992,220
-67,920
-6% -$2.47M 7.24% 5
2019
Q1 		$37M Buy
1,060,140
+227,350
+27% +$7.8M 7.37% 4
2018
Q4 		$26.3M Sell
832,790
-108,742
-12% -$3.35M 5.99% 8
2018
Q3 		$29M Buy
941,532
+116,352
+14% +$4.02M 6% 5
2018
Q2 		$31.2M Sell
825,180
-100,510
-11% -$3.56M 6.68% 4
2018
Q1 		$30.3M Sell
925,690
-34,190
-4% -$1.12M 6.79% 6
2017
Q4 		$30.6M Buy
959,880
+362,260
+61% +$10.3M 6.46% 6
2017
Q3 		$16M Buy
+597,620
New +$16.4M 4.22% 12

Other funds holding USFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sunriver Management's USFD Position: Q3 2022 in Review

Sunriver Management sold out of US Foods (USFD) in Q3 2022, closing a stake of 426,928 shares — an estimated $13.1M sold.

Sunriver Management first reported a position in USFD in Q3 2017 and held it in 19 quarters. The position peaked at $40M in Q4 2019. 302 funds tracked by Wall St. Rank hold USFD as of Q3 2022.

  • Sunriver Management reported no remaining US Foods position as of Q3 2022 after selling out during the quarter.
  • Sunriver Management sold 426,928 US Foods shares in Q3 2022, an estimated $13.1M.
  • Sunriver Management first reported a position in US Foods in Q3 2017 and held it in 19 quarters.
  • Sunriver Management's US Foods position peaked at $40M in Q4 2019.
  • 302 funds tracked by Wall St. Rank held US Foods as of Q3 2022.

Based on Sunriver Management's 13F filing for Q3 2022, filed 14 Nov 2022.