EDRIA
PFGC icon

Edmonds Duncan Registered Investment Advisors’s Performance Food Group PFGC Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
2021
Q2 		– Sell
-4,148
Closed -$239K – 145
2021
Q1 		$239K Buy
4,148
+107
+3% +$5.65K 0.08% 114
2020
Q4 		$202K Buy
+4,041
New +$170K 0.07% 124

Other funds holding PFGC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's PFGC Position: Q2 2021 in Review

Edmonds Duncan Registered Investment Advisors sold out of Performance Food Group (PFGC) in Q2 2021, closing a stake of 4,148 shares — an estimated $239K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in PFGC in Q4 2020 and held it in 2 quarters. The position peaked at $239K in Q1 2021. 271 funds tracked by Wall St. Rank hold PFGC as of Q2 2021.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Performance Food Group position as of Q2 2021 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 4,148 Performance Food Group shares in Q2 2021, an estimated $239K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Performance Food Group in Q4 2020 and held it in 2 quarters.
  • Edmonds Duncan Registered Investment Advisors's Performance Food Group position peaked at $239K in Q1 2021.
  • 271 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2021.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.