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Weld Capital Management’s US Foods USFD Stock Holding History

Weld Capital 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
2019
Q4 		– Sell
-6,893
Closed -$283K – 945
2019
Q3 		$283K Sell
6,893
-6,737
-49% -$260K 0.05% 589
2019
Q2 		$487K Buy
13,630
+3,908
+40% +$142K 0.09% 394
2019
Q1 		$339K Buy
+9,722
New +$334K 0.06% 487

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Weld Capital Management's USFD Position: Q4 2019 in Review

Weld Capital Management sold out of US Foods (USFD) in Q4 2019, closing a stake of 6,893 shares — an estimated $283K sold.

Weld Capital Management first reported a position in USFD in Q1 2019 and held it in 3 quarters. The position peaked at $487K in Q2 2019. 325 funds tracked by Wall St. Rank hold USFD as of Q4 2019.

  • Weld Capital Management reported no remaining US Foods position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 6,893 US Foods shares in Q4 2019, an estimated $283K.
  • Weld Capital Management first reported a position in US Foods in Q1 2019 and held it in 3 quarters.
  • Weld Capital Management's US Foods position peaked at $487K in Q2 2019.
  • 325 funds tracked by Wall St. Rank held US Foods as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.