Berman Capital Advisors’s Patterson Companies, Inc. PDCO Stock Holding History

Berman Capital Advisors’s Portfolio PDCO Stock Details PDCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$4K	Hold	163	–	–	﹤0.01%	1528
2021 Q2	$4K	Hold	163	–	–	﹤0.01%	1436
2021 Q1	$5K	Hold	163	–	–	﹤0.01%	1297
2020 Q4	$4K	Hold	163	–	–	﹤0.01%	1251
2020 Q3	$3K	Hold	163	–	–	﹤0.01%	1230
2020 Q2	$3K	Buy	+163	New	+$2.85K	﹤0.01%	1196
2019 Q3	–	Sell	-47	Closed	-$1K	–	1606
2019 Q2	$1K	Hold	47	–	–	﹤0.01%	1409
2019 Q1	$1K	Buy	47 +37	+370%	+$820	﹤0.01%	1288
2018 Q4	$0	Buy	+10	New	+$233	﹤0.01%	1281

Other funds holding PDCO

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's PDCO Position: Q3 2021 in Review

Berman Capital Advisors held its Patterson Companies, Inc. (PDCO) position steady in Q3 2021 at 163 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Berman Capital Advisors first reported a position in PDCO in Q4 2018 and has held it in 9 quarters since. The position peaked at $5K in Q1 2021. 259 funds tracked by Wall St. Rank hold PDCO as of Q3 2021.

Berman Capital Advisors held 163 shares of Patterson Companies, Inc. worth $4K as of Q3 2021.
Berman Capital Advisors left its Patterson Companies, Inc. share count unchanged in Q3 2021.
Patterson Companies, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1528 holding.
Berman Capital Advisors first reported a position in Patterson Companies, Inc. in Q4 2018 and has held it in 9 quarters since.
Berman Capital Advisors's Patterson Companies, Inc. position peaked at $5K in Q1 2021.
259 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.