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Cassady Schiller Wealth Management’s Performance Food Group PFGC Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$592 Buy
+7
New +$591 ﹤0.01% 926
2022
Q1 		– Sell
-6
Closed – – 458
2021
Q4 		$0 Buy
+6
New +$273 ﹤0.01% 625

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Cassady Schiller Wealth Management's PFGC Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Performance Food Group (PFGC) in Q4 2024: 7 shares worth $592. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in PFGC as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in PFGC in Q4 2021 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold PFGC as of Q4 2024.

  • Cassady Schiller Wealth Management held 7 shares of Performance Food Group worth $592 as of Q4 2024.
  • Performance Food Group was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Performance Food Group made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #926 holding.
  • Cassady Schiller Wealth Management first reported a position in Performance Food Group in Q4 2021 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.