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Transform Wealth’s US Foods USFD Stock Holding History

Transform Wealth’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
-69,749
Closed -$2.15M – 202
2018
Q3 		$2.15M Buy
69,749
+2,914
+4% +$101K 0.37% 85
2018
Q2 		$2.53M Buy
66,835
+4,649
+7% +$165K 0.46% 76
2018
Q1 		$2.04M Buy
62,186
+3,237
+5% +$106K 0.39% 90
2017
Q4 		$1.88M Buy
58,949
+4,753
+9% +$135K 0.35% 92
2017
Q3 		$1.45M Buy
+54,196
New +$1.48M 0.51% 67

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 $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $131B AUM 28.36% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Transform Wealth's USFD Position: Q4 2018 in Review

Transform Wealth sold out of US Foods (USFD) in Q4 2018, closing a stake of 69,749 shares — an estimated $2.15M sold.

Transform Wealth first reported a position in USFD in Q3 2017 and held it in 5 quarters. The position peaked at $2.53M in Q2 2018. 295 funds tracked by Wall St. Rank hold USFD as of Q4 2018.

  • Transform Wealth reported no remaining US Foods position as of Q4 2018 after selling out during the quarter.
  • Transform Wealth sold 69,749 US Foods shares in Q4 2018, an estimated $2.15M.
  • Transform Wealth first reported a position in US Foods in Q3 2017 and held it in 5 quarters.
  • Transform Wealth's US Foods position peaked at $2.53M in Q2 2018.
  • 295 funds tracked by Wall St. Rank held US Foods as of Q4 2018.

Based on Transform Wealth's 13F filing for Q4 2018, filed 30 Jan 2019.