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Bedel Financial Consulting’s Patrick Industries PATK Stock Holding History

Bedel Financial Consulting’s Portfolio PATK Stock Details PATK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-30,480
Closed -$1.23M – 675
2022
Q1 		$1.23M Buy
30,480
+22,918
+303% +$1.06M 0.38% 34
2021
Q4 		$407K Buy
7,562
+24
+0.3% +$1.29K 0.13% 120
2021
Q3 		$419K Buy
7,538
+18
+0.2% +$964 0.14% 108
2021
Q2 		$366K Sell
7,520
-14,706
-66% -$841K 0.13% 123
2021
Q1 		$1.26M Sell
22,226
-7,281
-25% -$381K 0.49% 27
2020
Q4 		$1.34M Buy
29,507
+111
+0.4% +$4.71K 0.6% 24
2020
Q3 		$1.13M Sell
29,396
-4,597
-14% -$184K 0.56% 25
2020
Q2 		$1.39M Sell
33,993
-4,361
-11% -$132K 0.75% 17
2020
Q1 		$720K Buy
38,354
+26,159
+215% +$833K 0.48% 29
2019
Q4 		$426K Buy
12,195
+39
+0.3% +$1.27K 0.24% 76
2019
Q3 		$347K Hold
12,156
– – 0.21% 92
2019
Q2 		$399K Hold
12,156
– – 0.24% 79
2019
Q1 		$367K Hold
12,156
– – 0.23% 81
2018
Q4 		$240K Hold
12,156
– – 0.17% 104
2018
Q3 		$444K Hold
12,156
– – 0.3% 74
2018
Q2 		$461K Hold
12,156
– – 0.34% 63
2018
Q1 		$501K Buy
12,156
+907
+8% +$39.1K 0.38% 53
2017
Q4 		$521K Buy
+11,249
New +$462K 0.47% 51

Other funds holding PATK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bedel Financial Consulting's PATK Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Patrick Industries (PATK) in Q2 2022, closing a stake of 30,480 shares — an estimated $1.23M sold.

Bedel Financial Consulting first reported a position in PATK in Q4 2017 and held it in 18 quarters. The position peaked at $1.39M in Q2 2020. 232 funds tracked by Wall St. Rank hold PATK as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Patrick Industries position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 30,480 Patrick Industries shares in Q2 2022, an estimated $1.23M.
  • Bedel Financial Consulting first reported a position in Patrick Industries in Q4 2017 and held it in 18 quarters.
  • Bedel Financial Consulting's Patrick Industries position peaked at $1.39M in Q2 2020.
  • 232 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.