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	–	553
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Waddell & Reed Financial's USFD Position: Q4 2018 in Review

Waddell & Reed Financial sold out of US Foods (USFD) in Q4 2018, closing a stake of 259,042 shares — an estimated $7.98M sold.

Waddell & Reed Financial first reported a position in USFD in Q2 2016 and held it in 10 quarters. The position peaked at $9.9M in Q4 2017. 296 funds tracked by Wall St. Rank hold USFD as of Q4 2018.

Waddell & Reed Financial reported no remaining US Foods position as of Q4 2018 after selling out during the quarter.
Waddell & Reed Financial sold 259,042 US Foods shares in Q4 2018, an estimated $7.98M.
Waddell & Reed Financial first reported a position in US Foods in Q2 2016 and held it in 10 quarters.
Waddell & Reed Financial's US Foods position peaked at $9.9M in Q4 2017.
296 funds tracked by Wall St. Rank held US Foods as of Q4 2018.

Based on Waddell & Reed Financial's 13F filing for Q4 2018, filed 14 Feb 2019.