CSat Investment Advisory’s Performance Food Group PFGC Stock Holding History

CSat Investment Advisory’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
2020 Q4	–	Sell	-543	Closed	-$19K	–	838
2020 Q3	$19K	Buy	543 +67	+14%	+$2.15K	﹤0.01%	882
2020 Q2	$14K	Buy	476 +143	+43%	+$3.72K	﹤0.01%	952
2020 Q1	$8K	Buy	333 +58	+21%	+$2.49K	﹤0.01%	959
2019 Q4	$14K	Buy	275 +34	+14%	+$1.55K	﹤0.01%	894
2019 Q3	$11K	Buy	241 +34	+16%	+$1.51K	﹤0.01%	895
2019 Q2	$8K	Buy	+207	New	+$8.29K	﹤0.01%	963

Other funds holding PFGC

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

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

CSat Investment Advisory's PFGC Position: Q4 2020 in Review

CSat Investment Advisory sold out of Performance Food Group (PFGC) in Q4 2020, closing a stake of 543 shares — an estimated $19K sold.

CSat Investment Advisory first reported a position in PFGC in Q2 2019 and held it in 6 quarters. The position peaked at $19K in Q3 2020. 248 funds tracked by Wall St. Rank hold PFGC as of Q4 2020.

CSat Investment Advisory reported no remaining Performance Food Group position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 543 Performance Food Group shares in Q4 2020, an estimated $19K.
CSat Investment Advisory first reported a position in Performance Food Group in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's Performance Food Group position peaked at $19K in Q3 2020.
248 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.