Tarbox Family Office’s US Foods USFD Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-30	Closed	-$1K	–	937
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	1024
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	1067
2021 Q3	$1K	Buy	+30	New	+$1.03K	﹤0.01%	1114

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

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 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

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

LGP

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

Tarbox Family Office's USFD Position: Q2 2022 in Review

Tarbox Family Office sold out of US Foods (USFD) in Q2 2022, closing a stake of 30 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in USFD in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 301 funds tracked by Wall St. Rank hold USFD as of Q2 2022.

Tarbox Family Office reported no remaining US Foods position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 30 US Foods shares in Q2 2022, an estimated $1K.
Tarbox Family Office first reported a position in US Foods in Q3 2021 and held it in 3 quarters.
Tarbox Family Office's US Foods position peaked at $1K in Q1 2022.
301 funds tracked by Wall St. Rank held US Foods as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.