Disciplined Investments’s Performance Food Group PFGC Stock Holding History

Disciplined Investments’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
2023 Q3	–	Sell	-24	Closed	-$1.45K	–	1147
2023 Q2	$1.45K	Buy	24 +1	+4%	+$59	﹤0.01%	797
2023 Q1	$1.39K	Sell	23 -4	-15%	-$234	﹤0.01%	831
2022 Q4	$1.58K	Hold	27	–	–	﹤0.01%	711
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	1032
2022 Q2	$1K	Buy	27 +6	+29%	+$277	﹤0.01%	1060
2022 Q1	$1K	Buy	+21	New	+$1.03K	﹤0.01%	1123

Other funds holding PFGC

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

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

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

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

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

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

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

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

Disciplined Investments's PFGC Position: Q3 2023 in Review

Disciplined Investments sold out of Performance Food Group (PFGC) in Q3 2023, closing a stake of 24 shares — an estimated $1.45K sold.

Disciplined Investments first reported a position in PFGC in Q1 2022 and held it in 6 quarters. The position peaked at $1.58K in Q4 2022. 368 funds tracked by Wall St. Rank hold PFGC as of Q3 2023.

Disciplined Investments reported no remaining Performance Food Group position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 24 Performance Food Group shares in Q3 2023, an estimated $1.45K.
Disciplined Investments first reported a position in Performance Food Group in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Performance Food Group position peaked at $1.58K in Q4 2022.
368 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.