Valeo Financial Advisors’s US Foods USFD Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-612	Closed	-$23K	–	1757
2021 Q1	$23K	Buy	612 +7	+1%	+$253	﹤0.01%	1133
2020 Q4	$20K	Buy	+605	New	+$17.3K	﹤0.01%	1029
2020 Q3	–	Sell	-1,040	Closed	-$21K	–	2136
2020 Q2	$21K	Buy	+1,040	New	+$19.9K	﹤0.01%	1046
2019 Q2	–	Sell	-71	Closed	-$2K	–	1664
2019 Q1	$2K	Hold	71	–	–	﹤0.01%	1397
2018 Q4	$2K	Hold	71	–	–	﹤0.01%	1326
2018 Q3	$2K	Buy	71 +41	+137%	+$1.42K	﹤0.01%	1521
2018 Q2	$1K	Buy	+30	New	+$1.06K	﹤0.01%	1521

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Valeo Financial Advisors's USFD Position: Q2 2021 in Review

Valeo Financial Advisors sold out of US Foods (USFD) in Q2 2021, closing a stake of 612 shares — an estimated $23K sold.

Valeo Financial Advisors first reported a position in USFD in Q2 2018 and held it in 7 quarters. The position peaked at $23K in Q1 2021. 296 funds tracked by Wall St. Rank hold USFD as of Q2 2021.

Valeo Financial Advisors reported no remaining US Foods position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 612 US Foods shares in Q2 2021, an estimated $23K.
Valeo Financial Advisors first reported a position in US Foods in Q2 2018 and held it in 7 quarters.
Valeo Financial Advisors's US Foods position peaked at $23K in Q1 2021.
296 funds tracked by Wall St. Rank held US Foods as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.