TrinityPoint Wealth’s US Foods USFD Stock Holding History

TrinityPoint 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
2020 Q1	–	Sell	-17,424	Closed	-$730K	–	221
2019 Q4	$730K	Buy	+17,424	New	+$699K	0.25%	106

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

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

TrinityPoint Wealth's USFD Position: Q1 2020 in Review

TrinityPoint Wealth sold out of US Foods (USFD) in Q1 2020, closing a stake of 17,424 shares — an estimated $730K sold.

TrinityPoint Wealth first reported a position in USFD in Q4 2019 and held it in 1 quarter. The position peaked at $730K in Q4 2019. 293 funds tracked by Wall St. Rank hold USFD as of Q1 2020.

TrinityPoint Wealth reported no remaining US Foods position as of Q1 2020 after selling out during the quarter.
TrinityPoint Wealth sold 17,424 US Foods shares in Q1 2020, an estimated $730K.
TrinityPoint Wealth first reported a position in US Foods in Q4 2019 and held it in 1 quarter.
TrinityPoint Wealth's US Foods position peaked at $730K in Q4 2019.
293 funds tracked by Wall St. Rank held US Foods as of Q1 2020.

Based on TrinityPoint Wealth's 13F filing for Q1 2020, filed 5 May 2020.