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Better Money Decisions’s Performance Food Group PFGC Stock Holding History

Better Money Decisions’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
2022
Q3 		– Sell
-228
Closed -$10K – 327
2022
Q2 		$10K Buy
+228
New +$10.5K 0.01% 316
2021
Q4 		– Sell
-228
Closed -$11K – 428
2021
Q3 		$11K Hold
228
– – 0.01% 381
2021
Q2 		$11K Hold
228
– – 0.01% 369
2021
Q1 		$13K Buy
+228
New +$12K 0.01% 286

Other funds holding PFGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Better Money Decisions's PFGC Position: Q3 2022 in Review

Better Money Decisions sold out of Performance Food Group (PFGC) in Q3 2022, closing a stake of 228 shares — an estimated $10K sold.

Better Money Decisions first reported a position in PFGC in Q1 2021 and held it in 4 quarters. The position peaked at $13K in Q1 2021. 329 funds tracked by Wall St. Rank hold PFGC as of Q3 2022.

  • Better Money Decisions reported no remaining Performance Food Group position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 228 Performance Food Group shares in Q3 2022, an estimated $10K.
  • Better Money Decisions first reported a position in Performance Food Group in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Performance Food Group position peaked at $13K in Q1 2021.
  • 329 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.