EP
PDCO

Edgestream Partners’s Patterson Companies, Inc. PDCO Stock Holding History

Edgestream Partners’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
2024
Q4 		– Sell
-72,432
Closed -$1.58M – 1142
2024
Q3 		$1.58M Sell
72,432
-124,931
-63% -$2.95M 0.07% 469
2024
Q2 		$4.76M Sell
197,363
-9,757
-5% -$244K 0.23% 136
2024
Q1 		$5.73M Buy
207,120
+187,258
+943% +$5.33M 0.29% 80
2023
Q4 		$565K Buy
+19,862
New +$585K 0.04% 578
2023
Q3 		– Sell
-34,810
Closed -$1.16M – 1013
2023
Q2 		$1.16M Sell
34,810
-11,255
-24% -$310K 0.1% 329
2023
Q1 		$1.23M Buy
46,065
+18,719
+68% +$526K 0.14% 244
2022
Q4 		$767K Sell
27,346
-25,212
-48% -$696K 0.09% 296
2022
Q3 		$1.26M Buy
+52,558
New +$1.5M 0.1% 246
2022
Q2 		– Sell
-15,712
Closed -$509K – 652
2022
Q1 		$509K Sell
15,712
-988
-6% -$29.3K 0.04% 420
2021
Q4 		$490K Sell
16,700
-9,880
-37% -$309K 0.03% 396
2021
Q3 		$801K Buy
+26,580
New +$807K 0.05% 347

Other funds holding PDCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Edgestream Partners's PDCO Position: Q4 2024 in Review

Edgestream Partners sold out of Patterson Companies, Inc. (PDCO) in Q4 2024, closing a stake of 72,432 shares — an estimated $1.58M sold.

Edgestream Partners first reported a position in PDCO in Q3 2021 and held it in 11 quarters. The position peaked at $5.73M in Q1 2024. 308 funds tracked by Wall St. Rank hold PDCO as of Q4 2024.

  • Edgestream Partners reported no remaining Patterson Companies, Inc. position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 72,432 Patterson Companies, Inc. shares in Q4 2024, an estimated $1.58M.
  • Edgestream Partners first reported a position in Patterson Companies, Inc. in Q3 2021 and held it in 11 quarters.
  • Edgestream Partners's Patterson Companies, Inc. position peaked at $5.73M in Q1 2024.
  • 308 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q4 2024.

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