Zacks Investment Management’s US Foods USFD Stock Holding History

Zacks Investment 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	–	Sell	-40,188	Closed	-$1.54M	–	654
2021 Q2	$1.54M	Buy	+40,188	New	+$1.56M	0.02%	315
2020 Q2	–	Sell	-41,900	Closed	-$742K	–	586
2020 Q1	$742K	Buy	+41,900	New	+$1.4M	0.02%	343
2019 Q3	–	Sell	-79,475	Closed	-$2.84M	–	585
2019 Q2	$2.84M	Buy	79,475 +2,314	+3%	+$84.1K	0.06%	200
2019 Q1	$2.69M	Buy	77,161 +2,124	+3%	+$72.9K	0.06%	208
2018 Q4	$2.37M	Buy	+75,037	New	+$2.31M	0.06%	197

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

Zacks Investment Management's USFD Position: Q3 2021 in Review

Zacks Investment Management sold out of US Foods (USFD) in Q3 2021, closing a stake of 40,188 shares — an estimated $1.54M sold.

Zacks Investment Management first reported a position in USFD in Q4 2018 and held it in 5 quarters. The position peaked at $2.84M in Q2 2019. 301 funds tracked by Wall St. Rank hold USFD as of Q3 2021.

Zacks Investment Management reported no remaining US Foods position as of Q3 2021 after selling out during the quarter.
Zacks Investment Management sold 40,188 US Foods shares in Q3 2021, an estimated $1.54M.
Zacks Investment Management first reported a position in US Foods in Q4 2018 and held it in 5 quarters.
Zacks Investment Management's US Foods position peaked at $2.84M in Q2 2019.
301 funds tracked by Wall St. Rank held US Foods as of Q3 2021.

Based on Zacks Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.