Claris Advisors’s Patrick Industries PATK Stock Holding History

Claris Advisors’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	-2	Closed	-$142	–	840
2024 Q3	$142	Buy	+2	New	+$168	﹤0.01%	1063

Other funds holding PATK

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Claris Advisors's PATK Position: Q4 2024 in Review

Claris Advisors sold out of Patrick Industries (PATK) in Q4 2024, closing a stake of 2 shares — an estimated $142 sold.

Claris Advisors first reported a position in PATK in Q3 2024 and held it in 1 quarter. The position peaked at $142 in Q3 2024. 303 funds tracked by Wall St. Rank hold PATK as of Q4 2024.

Claris Advisors reported no remaining Patrick Industries position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Patrick Industries shares in Q4 2024, an estimated $142.
Claris Advisors first reported a position in Patrick Industries in Q3 2024 and held it in 1 quarter.
Claris Advisors's Patrick Industries position peaked at $142 in Q3 2024.
303 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.