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Berman Capital Advisors’s Performance Food Group PFGC Stock Holding History

Berman Capital Advisors’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-117
Closed -$3K – 1734
2020
Q2 		$3K Buy
+117
New +$3.04K ﹤0.01% 1167

Other funds holding PFGC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Berman Capital Advisors's PFGC Position: Q3 2020 in Review

Berman Capital Advisors sold out of Performance Food Group (PFGC) in Q3 2020, closing a stake of 117 shares — an estimated $3K sold.

Berman Capital Advisors first reported a position in PFGC in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 237 funds tracked by Wall St. Rank hold PFGC as of Q3 2020.

  • Berman Capital Advisors reported no remaining Performance Food Group position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 117 Performance Food Group shares in Q3 2020, an estimated $3K.
  • Berman Capital Advisors first reported a position in Performance Food Group in Q2 2020 and held it in 1 quarter.
  • Berman Capital Advisors's Performance Food Group position peaked at $3K in Q2 2020.
  • 237 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.