Financial Gravity Asset Management’s Performance Food Group PFGC Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	$51K	Buy	68 +3	+5%	+$137	0.04%	639
2019 Q3	$3K	Buy	65 +18	+38%	+$800	﹤0.01%	831
2019 Q2	$2K	Buy	47 +23	+96%	+$921	﹤0.01%	930
2019 Q1	$1K	Buy	+24	New	+$880	﹤0.01%	1160
2018 Q3	$2K	Buy	75 +20	+36%	+$704	﹤0.01%	989
2018 Q2	$2K	Sell	55 -5	-8%	-$169	﹤0.01%	1022
2018 Q1	$2K	Buy	+60	New	+$1.92K	﹤0.01%	989

Other funds holding PFGC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

PCM

Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return

Financial Gravity Asset Management's PFGC Position: Q4 2019 in Review

Financial Gravity Asset Management increased its Performance Food Group (PFGC) stake by 4.6% in Q4 2019, buying an estimated $137 and bringing the position to 68 shares worth $51K. The position accounts for 0.04% of the portfolio, ranked #639.

Financial Gravity Asset Management first reported a position in PFGC in Q1 2018 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold PFGC as of Q4 2019.

Financial Gravity Asset Management held 68 shares of Performance Food Group worth $51K as of Q4 2019.
Financial Gravity Asset Management bought 3 Performance Food Group shares in Q4 2019, an estimated $137.
Performance Food Group made up 0.04% of Financial Gravity Asset Management's portfolio in Q4 2019, its #639 holding.
Financial Gravity Asset Management first reported a position in Performance Food Group in Q1 2018 and has held it in 7 quarters since.
265 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.