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Symphony Asset Management’s US Foods USFD Stock Holding History

Symphony Asset 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
2019
Q2 		– Sell
-27,734
Closed -$968K – 206
2019
Q1 		$968K Buy
+27,734
New +$951K 0.25% 55
2017
Q1 		– Sell
-9,974
Closed -$274K – 430
2016
Q4 		$274K Buy
+9,974
New +$239K 0.03% 362

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Symphony Asset Management's USFD Position: Q2 2019 in Review

Symphony Asset Management sold out of US Foods (USFD) in Q2 2019, closing a stake of 27,734 shares — an estimated $968K sold.

Symphony Asset Management first reported a position in USFD in Q4 2016 and held it in 2 quarters. The position peaked at $968K in Q1 2019. 289 funds tracked by Wall St. Rank hold USFD as of Q2 2019.

  • Symphony Asset Management reported no remaining US Foods position as of Q2 2019 after selling out during the quarter.
  • Symphony Asset Management sold 27,734 US Foods shares in Q2 2019, an estimated $968K.
  • Symphony Asset Management first reported a position in US Foods in Q4 2016 and held it in 2 quarters.
  • Symphony Asset Management's US Foods position peaked at $968K in Q1 2019.
  • 289 funds tracked by Wall St. Rank held US Foods as of Q2 2019.

Based on Symphony Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.