Whitener Capital Management’s US Foods USFD Stock Holding History

Whitener 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
2022 Q2	–	Sell	-5,930	Closed	-$223K	–	147
2022 Q1	$223K	Sell	5,930 -600	-9%	-$21.9K	0.08%	132
2021 Q4	$227K	Buy	+6,530	New	+$227K	0.08%	133
2021 Q3	–	Sell	-5,730	Closed	-$219K	–	140
2021 Q2	$219K	Buy	5,730 +100	+2%	+$3.88K	0.09%	131
2021 Q1	$214K	Buy	+5,630	New	+$204K	0.09%	128

Other funds holding USFD

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

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

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

Whitener Capital Management's USFD Position: Q2 2022 in Review

Whitener Capital Management sold out of US Foods (USFD) in Q2 2022, closing a stake of 5,930 shares — an estimated $223K sold.

Whitener Capital Management first reported a position in USFD in Q1 2021 and held it in 4 quarters. The position peaked at $227K in Q4 2021. 301 funds tracked by Wall St. Rank hold USFD as of Q2 2022.

Whitener Capital Management reported no remaining US Foods position as of Q2 2022 after selling out during the quarter.
Whitener Capital Management sold 5,930 US Foods shares in Q2 2022, an estimated $223K.
Whitener Capital Management first reported a position in US Foods in Q1 2021 and held it in 4 quarters.
Whitener Capital Management's US Foods position peaked at $227K in Q4 2021.
301 funds tracked by Wall St. Rank held US Foods as of Q2 2022.

Based on Whitener Capital Management's 13F filing for Q2 2022, filed 9 Aug 2022.