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Systematic Financial Management’s US Foods USFD Stock Holding History

Systematic Financial 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
2018
Q4 		– Sell
-326,127
Closed -$10.1M – 688
2018
Q3 		$10.1M Sell
326,127
-167,936
-34% -$5.81M 0.24% 166
2018
Q2 		$18.7M Sell
494,063
-285,527
-37% -$10.1M 0.46% 58
2018
Q1 		$25.5M Sell
779,590
-253,068
-25% -$8.27M 0.57% 42
2017
Q4 		$33M Buy
1,032,658
+33,053
+3% +$936K 0.66% 34
2017
Q3 		$26.7M Sell
999,605
-98,062
-9% -$2.69M 0.54% 56
2017
Q2 		$29.9M Buy
1,097,667
+260,768
+31% +$7.42M 0.55% 49
2017
Q1 		$23.4M Buy
836,899
+539,975
+182% +$14.6M 0.41% 71
2016
Q4 		$8.16M Buy
296,924
+134,799
+83% +$3.24M 0.13% 210
2016
Q3 		$3.83M Buy
+162,125
New +$3.94M 0.05% 294

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Systematic Financial Management's USFD Position: Q4 2018 in Review

Systematic Financial Management sold out of US Foods (USFD) in Q4 2018, closing a stake of 326,127 shares — an estimated $10.1M sold.

Systematic Financial Management first reported a position in USFD in Q3 2016 and held it in 9 quarters. The position peaked at $33M in Q4 2017. 296 funds tracked by Wall St. Rank hold USFD as of Q4 2018.

  • Systematic Financial Management reported no remaining US Foods position as of Q4 2018 after selling out during the quarter.
  • Systematic Financial Management sold 326,127 US Foods shares in Q4 2018, an estimated $10.1M.
  • Systematic Financial Management first reported a position in US Foods in Q3 2016 and held it in 9 quarters.
  • Systematic Financial Management's US Foods position peaked at $33M in Q4 2017.
  • 296 funds tracked by Wall St. Rank held US Foods as of Q4 2018.

Based on Systematic Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.