White Elm Capital’s US Foods USFD Stock Holding History

White Elm Capital’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	-309,593	Closed	-$12.7M	–	31
2019 Q3	$12.7M	Sell	309,593 -35,500	-10%	-$1.37M	3.29%	18
2019 Q2	$12.3M	Buy	345,093 +20,201	+6%	+$734K	3.03%	21
2019 Q1	$11.3M	Buy	324,892 +89,857	+38%	+$3.08M	2.99%	19
2018 Q4	$7.44M	Buy	+235,035	New	+$7.25M	2.07%	23

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

White Elm Capital's USFD Position: Q4 2019 in Review

White Elm Capital sold out of US Foods (USFD) in Q4 2019, closing a stake of 309,593 shares — an estimated $12.7M sold.

White Elm Capital first reported a position in USFD in Q4 2018 and held it in 4 quarters. The position peaked at $12.7M in Q3 2019. 326 funds tracked by Wall St. Rank hold USFD as of Q4 2019.

White Elm Capital reported no remaining US Foods position as of Q4 2019 after selling out during the quarter.
White Elm Capital sold 309,593 US Foods shares in Q4 2019, an estimated $12.7M.
White Elm Capital first reported a position in US Foods in Q4 2018 and held it in 4 quarters.
White Elm Capital's US Foods position peaked at $12.7M in Q3 2019.
326 funds tracked by Wall St. Rank held US Foods as of Q4 2019.

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