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Carmel Capital Partners’s Patrick Industries PATK Stock Holding History

Carmel Capital Partners’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
2024
Q4 		– Sell
-4,148
Closed -$394K – 164
2024
Q3 		$394K Sell
4,148
-420
-9% -$35.2K 0.15% 107
2024
Q2 		$331K Buy
4,568
+2
+0% +$146 0.14% 109
2024
Q1 		$364K Hold
4,566
– – 0.15% 101
2023
Q4 		$305K Buy
4,566
+3,685
+418% +$202K 0.16% 108
2023
Q3 		$44.1K Buy
+881
New +$47.6K 0.02% 253

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carmel Capital Partners's PATK Position: Q4 2024 in Review

Carmel Capital Partners sold out of Patrick Industries (PATK) in Q4 2024, closing a stake of 4,148 shares — an estimated $394K sold.

Carmel Capital Partners first reported a position in PATK in Q3 2023 and held it in 5 quarters. The position peaked at $394K in Q3 2024. 303 funds tracked by Wall St. Rank hold PATK as of Q4 2024.

  • Carmel Capital Partners reported no remaining Patrick Industries position as of Q4 2024 after selling out during the quarter.
  • Carmel Capital Partners sold 4,148 Patrick Industries shares in Q4 2024, an estimated $394K.
  • Carmel Capital Partners first reported a position in Patrick Industries in Q3 2023 and held it in 5 quarters.
  • Carmel Capital Partners's Patrick Industries position peaked at $394K in Q3 2024.
  • 303 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2024.

Based on Carmel Capital Partners's 13F filing for Q4 2024, filed 6 Feb 2025.