WhitTier Trust Company’s US Foods USFD Stock Holding History

WhitTier Trust Company’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	-310	Closed	-$12K	–	1179
2022 Q1	$12K	Hold	310	–	–	﹤0.01%	901
2021 Q4	$11K	Hold	310	–	–	﹤0.01%	899
2021 Q3	$11K	Hold	310	–	–	﹤0.01%	928
2021 Q2	$12K	Hold	310	–	–	﹤0.01%	854
2021 Q1	$12K	Hold	310	–	–	﹤0.01%	840
2020 Q4	$10K	Buy	+310	New	+$8.84K	﹤0.01%	841

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

WhitTier Trust Company's USFD Position: Q2 2022 in Review

WhitTier Trust Company sold out of US Foods (USFD) in Q2 2022, closing a stake of 310 shares — an estimated $12K sold.

WhitTier Trust Company first reported a position in USFD in Q4 2020 and held it in 6 quarters. The position peaked at $12K in Q1 2022. 301 funds tracked by Wall St. Rank hold USFD as of Q2 2022.

WhitTier Trust Company reported no remaining US Foods position as of Q2 2022 after selling out during the quarter.
WhitTier Trust Company sold 310 US Foods shares in Q2 2022, an estimated $12K.
WhitTier Trust Company first reported a position in US Foods in Q4 2020 and held it in 6 quarters.
WhitTier Trust Company's US Foods position peaked at $12K in Q1 2022.
301 funds tracked by Wall St. Rank held US Foods as of Q2 2022.

Based on WhitTier Trust Company's 13F filing for Q2 2022, filed 28 Jul 2022.