Contravisory Investment Management’s Patterson Companies, Inc. PDCO Stock Holding History

Contravisory Investment Management’s Portfolio PDCO Stock Details PDCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-514	Closed	-$13.8K	–	385
2023 Q1	$13.8K	Sell	514 -7,207	-93%	-$203K	﹤0.01%	271
2022 Q4	$216K	Buy	7,721 +1,154	+18%	+$31.8K	0.06%	190
2022 Q3	$158K	Buy	6,567 +6,406	+3,979%	+$183K	0.05%	195
2022 Q2	$5K	Hold	161	–	–	﹤0.01%	293
2022 Q1	$5K	Sell	161 -5,314	-97%	-$158K	﹤0.01%	320
2021 Q4	$161K	Sell	5,475 -135	-2%	-$4.23K	0.04%	198
2021 Q3	$169K	Hold	5,610	–	–	0.05%	187
2021 Q2	$170K	Hold	5,610	–	–	0.05%	186
2021 Q1	$179K	Hold	5,610	–	–	0.06%	175
2020 Q4	$166K	Buy	+5,610	New	+$159K	0.05%	164

Other funds holding PDCO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Contravisory Investment Management's PDCO Position: Q2 2023 in Review

Contravisory Investment Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2023, closing a stake of 514 shares — an estimated $13.8K sold.

Contravisory Investment Management first reported a position in PDCO in Q4 2020 and held it in 10 quarters. The position peaked at $216K in Q4 2022. 329 funds tracked by Wall St. Rank hold PDCO as of Q2 2023.

Contravisory Investment Management reported no remaining Patterson Companies, Inc. position as of Q2 2023 after selling out during the quarter.
Contravisory Investment Management sold 514 Patterson Companies, Inc. shares in Q2 2023, an estimated $13.8K.
Contravisory Investment Management first reported a position in Patterson Companies, Inc. in Q4 2020 and held it in 10 quarters.
Contravisory Investment Management's Patterson Companies, Inc. position peaked at $216K in Q4 2022.
329 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2023.

Based on Contravisory Investment Management's 13F filing for Q2 2023, filed 12 Jul 2023.