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
2020 Q2	–	Sell	-16	Closed	-$402	–	637
2020 Q1	$402	Sell	16 -52	-76%	-$2.24K	﹤0.01%	590
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 $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Financial Gravity Asset Management's PFGC Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Performance Food Group (PFGC) in Q2 2020, closing a stake of 16 shares — an estimated $402 sold.

Financial Gravity Asset Management first reported a position in PFGC in Q1 2018 and held it in 8 quarters. The position peaked at $51K in Q4 2019. 225 funds tracked by Wall St. Rank hold PFGC as of Q2 2020.

Financial Gravity Asset Management reported no remaining Performance Food Group position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 16 Performance Food Group shares in Q2 2020, an estimated $402.
Financial Gravity Asset Management first reported a position in Performance Food Group in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Performance Food Group position peaked at $51K in Q4 2019.
225 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.