Vigilare Wealth Management’s US Foods USFD Stock Holding History

Vigilare Wealth Management’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 Q3	–	Sell	-6,500	Closed	-$249K	–	218
2021 Q2	$249K	Sell	6,500 -2,350	-27%	-$91.2K	0.15%	173
2021 Q1	$337K	Buy	8,850 +1,950	+28%	+$70.5K	0.24%	114
2020 Q4	$230K	Buy	+6,900	New	+$197K	0.22%	113

Other funds holding USFD

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LGP

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Vigilare Wealth Management's USFD Position: Q3 2021 in Review

Vigilare Wealth Management sold out of US Foods (USFD) in Q3 2021, closing a stake of 6,500 shares — an estimated $249K sold.

Vigilare Wealth Management first reported a position in USFD in Q4 2020 and held it in 3 quarters. The position peaked at $337K in Q1 2021. 300 funds tracked by Wall St. Rank hold USFD as of Q3 2021.

Vigilare Wealth Management reported no remaining US Foods position as of Q3 2021 after selling out during the quarter.
Vigilare Wealth Management sold 6,500 US Foods shares in Q3 2021, an estimated $249K.
Vigilare Wealth Management first reported a position in US Foods in Q4 2020 and held it in 3 quarters.
Vigilare Wealth Management's US Foods position peaked at $337K in Q1 2021.
300 funds tracked by Wall St. Rank held US Foods as of Q3 2021.

Based on Vigilare Wealth Management's 13F filing for Q3 2021, filed 19 Oct 2021.