WRF
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Waddell & Reed Financial’s US Foods USFD Stock Holding History

Waddell & Reed Financial’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
-259,042
Closed -$7.98M – 554
2018
Q3 		$7.98M Buy
259,042
+34,042
+15% +$1.18M 0.02% 452
2018
Q2 		$8.51M Sell
225,000
-25,000
-10% -$885K 0.02% 446
2018
Q1 		$8.19M Sell
250,000
-60,000
-19% -$1.96M 0.02% 440
2017
Q4 		$9.9M Buy
310,000
+10,000
+3% +$283K 0.02% 418
2017
Q3 		$8.01M Hold
300,000
– – 0.02% 439
2017
Q2 		$8.17M Sell
300,000
-30,000
-9% -$854K 0.02% 451
2017
Q1 		$9.23M Sell
330,000
-15,000
-4% -$407K 0.02% 427
2016
Q4 		$9.48M Buy
345,000
+5,000
+1% +$120K 0.02% 412
2016
Q3 		$8.03M Sell
340,000
-15,000
-4% -$364K 0.02% 436
2016
Q2 		$8.61M Buy
+355,000
New +$8.67M 0.02% 413

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 $5.7T 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 $23.3B AUM 46.46% 1-Year Est. Return