TOBAM’s US Foods USFD Stock Holding History

TOBAM’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
2020 Q2	–	Sell	-1,855	Closed	-$33K	–	173
2020 Q1	$33K	Buy	1,855 +1,012	+120%	+$33.9K	﹤0.01%	133
2019 Q4	$35K	Buy	+843	New	+$33.8K	﹤0.01%	115

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SHCM

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

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

TOBAM's USFD Position: Q2 2020 in Review

TOBAM sold out of US Foods (USFD) in Q2 2020, closing a stake of 1,855 shares — an estimated $33K sold.

TOBAM first reported a position in USFD in Q4 2019 and held it in 2 quarters. The position peaked at $35K in Q4 2019. 284 funds tracked by Wall St. Rank hold USFD as of Q2 2020.

TOBAM reported no remaining US Foods position as of Q2 2020 after selling out during the quarter.
TOBAM sold 1,855 US Foods shares in Q2 2020, an estimated $33K.
TOBAM first reported a position in US Foods in Q4 2019 and held it in 2 quarters.
TOBAM's US Foods position peaked at $35K in Q4 2019.
284 funds tracked by Wall St. Rank held US Foods as of Q2 2020.

Based on TOBAM's 13F filing for Q2 2020, filed 17 Aug 2020.