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WealthPLAN Partners’s US Foods USFD Stock Holding History

WealthPLAN Partners’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
2019
Q4 		– Sell
-8,575
Closed -$339K – 258
2019
Q3 		$339K Hold
8,575
– – 0.05% 173
2019
Q2 		$329K Sell
8,575
-100
-1% -$3.63K 0.05% 173
2019
Q1 		$330K Sell
8,675
-5,000
-37% -$172K 0.05% 190
2018
Q4 		$483K Sell
13,675
-5,000
-27% -$154K 0.08% 157
2018
Q3 		$603K Hold
18,675
– – 0.11% 132
2018
Q2 		$706K Buy
18,675
+100
+0.5% +$3.54K 0.14% 117
2018
Q1 		$609K Sell
18,575
-1,800
-9% -$58.8K 0.13% 124
2017
Q4 		$651K Sell
20,375
-5,450
-21% -$154K 0.17% 110
2017
Q3 		$690K Sell
25,825
-1,785
-6% -$48.9K 0.19% 94
2017
Q2 		$752K Buy
+27,610
New +$786K 0.22% 84

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 $2.3T AUM 54.33% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

WealthPLAN Partners's USFD Position: Q4 2019 in Review

WealthPLAN Partners sold out of US Foods (USFD) in Q4 2019, closing a stake of 8,575 shares — an estimated $339K sold.

WealthPLAN Partners first reported a position in USFD in Q2 2017 and held it in 10 quarters. The position peaked at $752K in Q2 2017. 326 funds tracked by Wall St. Rank hold USFD as of Q4 2019.

  • WealthPLAN Partners reported no remaining US Foods position as of Q4 2019 after selling out during the quarter.
  • WealthPLAN Partners sold 8,575 US Foods shares in Q4 2019, an estimated $339K.
  • WealthPLAN Partners first reported a position in US Foods in Q2 2017 and held it in 10 quarters.
  • WealthPLAN Partners's US Foods position peaked at $752K in Q2 2017.
  • 326 funds tracked by Wall St. Rank held US Foods as of Q4 2019.

Based on WealthPLAN Partners's 13F filing for Q4 2019, filed 14 Feb 2020.