White Elm Capital’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-309,593
Closed -$12.7M 31
2019
Q3
$12.7M Sell
309,593
-35,500
-10% -$1.46M 3.29% 18
2019
Q2
$12.3M Buy
345,093
+20,201
+6% +$722K 3.03% 21
2019
Q1
$11.3M Buy
324,892
+89,857
+38% +$3.14M 2.99% 19
2018
Q4
$7.44M Buy
+235,035
New +$7.44M 2.07% 23