Convergence Investment Partners’s Performance Food Group PFGC Stock Holding History

Convergence Investment Partners’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
2025 Q1	–	Sell	-4,784	Closed	-$404K	–	294
2024 Q4	$404K	Buy	+4,784	New	+$404K	0.09%	195
2019 Q4	–	Sell	-3,077	Closed	-$142K	–	293
2019 Q3	$142K	Sell	3,077 -1,538	-33%	-$68.3K	0.04%	258
2019 Q2	$185K	Buy	+4,615	New	+$185K	0.04%	260
2018 Q4	–	Sell	-11,851	Closed	-$395K	–	357
2018 Q3	$395K	Sell	11,851 -94,853	-89%	-$3.34M	0.08%	244
2018 Q2	$3.92M	Buy	106,704 +86,786	+436%	+$2.94M	0.55%	61
2018 Q1	$595K	Buy	19,918 +2,836	+17%	+$90.9K	0.08%	258
2017 Q4	$565K	Buy	+17,082	New	+$501K	0.08%	265
2016 Q2	–	Sell	-14,874	Closed	-$347K	–	368
2016 Q1	$347K	Buy	+14,874	New	+$339K	0.04%	308

Other funds holding PFGC

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Convergence Investment Partners's PFGC Position: Q1 2025 in Review

Convergence Investment Partners sold out of Performance Food Group (PFGC) in Q1 2025, closing a stake of 4,784 shares — an estimated $404K sold.

Convergence Investment Partners first reported a position in PFGC in Q1 2016 and held it in 8 quarters. The position peaked at $3.92M in Q2 2018. 414 funds tracked by Wall St. Rank hold PFGC as of Q1 2025.

Convergence Investment Partners reported no remaining Performance Food Group position as of Q1 2025 after selling out during the quarter.
Convergence Investment Partners sold 4,784 Performance Food Group shares in Q1 2025, an estimated $404K.
Convergence Investment Partners first reported a position in Performance Food Group in Q1 2016 and held it in 8 quarters.
Convergence Investment Partners's Performance Food Group position peaked at $3.92M in Q2 2018.
414 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2025.

Based on Convergence Investment Partners's 13F filing for Q1 2025, filed 6 May 2025.