ECM
PDCO

Evergreen Capital Management’s Patterson Companies, Inc. PDCO Stock Holding History

Evergreen Capital Management’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
Q3 		– Sell
-8,741
Closed -$211K – 1075
2024
Q2 		$211K Buy
+8,741
New +$219K 0.01% 839
2023
Q3 		– Sell
-6,257
Closed -$208K – 853
2023
Q2 		$208K Buy
+6,257
New +$172K 0.01% 713

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Capital Management's PDCO Position: Q3 2024 in Review

Evergreen Capital Management sold out of Patterson Companies, Inc. (PDCO) in Q3 2024, closing a stake of 8,741 shares — an estimated $211K sold.

Evergreen Capital Management first reported a position in PDCO in Q2 2023 and held it in 2 quarters. The position peaked at $211K in Q2 2024. 281 funds tracked by Wall St. Rank hold PDCO as of Q3 2024.

  • Evergreen Capital Management reported no remaining Patterson Companies, Inc. position as of Q3 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 8,741 Patterson Companies, Inc. shares in Q3 2024, an estimated $211K.
  • Evergreen Capital Management first reported a position in Patterson Companies, Inc. in Q2 2023 and held it in 2 quarters.
  • Evergreen Capital Management's Patterson Companies, Inc. position peaked at $211K in Q2 2024.
  • 281 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q3 2024.

Based on Evergreen Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.