World Asset Management’s US Foods USFD Stock Holding History

World Asset 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
2021 Q3	$342K	Sell	9,867 -323	-3%	-$11.1K	0.03%	544
2021 Q2	$391K	Sell	10,190 -1,276	-11%	-$49.5K	0.04%	518
2021 Q1	$475K	Sell	11,466 -99	-0.9%	-$3.58K	0.04%	461
2020 Q4	$385K	Sell	11,565 -860	-7%	-$24.5K	0.04%	509
2020 Q3	$276K	Buy	12,425 +550	+5%	+$12.4K	0.03%	594
2020 Q2	$234K	Buy	11,875 +1,829	+18%	+$35K	0.03%	644
2020 Q1	$178K	Buy	10,046 +152	+2%	+$5.09K	0.02%	788
2019 Q4	$414K	Sell	9,894 -678	-6%	-$27.2K	0.02%	666
2019 Q3	$435K	Buy	10,572 +456	+5%	+$17.6K	0.02%	670
2019 Q2	$362K	Sell	10,116 -75	-0.7%	-$2.73K	0.02%	776
2019 Q1	$356K	Buy	10,191 +2,995	+42%	+$103K	0.02%	772
2018 Q4	$228K	Sell	7,196 -207	-3%	-$6.38K	0.01%	882
2018 Q3	$228K	Buy	7,403 +1,382	+23%	+$47.8K	0.01%	1099
2018 Q2	$228K	Buy	+6,021	New	+$213K	0.01%	1105
2018 Q1	–	Sell	-6,709	Closed	-$214K	–	1436
2017 Q4	$214K	Buy	+6,709	New	+$190K	0.01%	1341

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LGP

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

SHCM

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

World Asset Management's USFD Position: Q3 2021 in Review

World Asset Management reduced its US Foods (USFD) stake by 3.2% in Q3 2021, selling an estimated $11.1K and leaving 9,867 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #544.

World Asset Management first reported a position in USFD in Q4 2017 and has held it in 15 quarters since. The position peaked at $475K in Q1 2021. 301 funds tracked by Wall St. Rank hold USFD as of Q3 2021.

World Asset Management held 9,867 shares of US Foods worth $342K as of Q3 2021.
World Asset Management sold 323 US Foods shares in Q3 2021, an estimated $11.1K.
US Foods made up 0.03% of World Asset Management's portfolio in Q3 2021, its #544 holding.
World Asset Management first reported a position in US Foods in Q4 2017 and has held it in 15 quarters since.
World Asset Management's US Foods position peaked at $475K in Q1 2021.
301 funds tracked by Wall St. Rank held US Foods as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.