Freedom Investment Management’s Performance Food Group PFGC Stock Holding History

Freedom Investment 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	-4,520	Closed	-$240K	–	664
2020 Q1	$240K	Buy	4,520 +148	+3%	+$6.37K	0.02%	576
2019 Q4	$225K	Sell	4,372 -57	-1%	-$2.61K	0.02%	594
2019 Q3	$204K	Buy	+4,429	New	+$197K	0.02%	634
2019 Q1	–	Sell	-9,246	Closed	-$298K	–	766
2018 Q4	$298K	Buy	9,246 +201	+2%	+$6.38K	0.02%	578
2018 Q3	$295K	Sell	9,045 -48	-0.5%	-$1.69K	0.02%	711
2018 Q2	$334K	Sell	9,093 -364	-4%	-$12.3K	0.02%	717
2018 Q1	$282K	Sell	9,457 -2,141	-18%	-$68.6K	0.01%	898
2017 Q4	$384K	Buy	+11,598	New	+$340K	0.02%	760

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

Freedom Investment Management's PFGC Position: Q2 2020 in Review

Freedom Investment Management sold out of Performance Food Group (PFGC) in Q2 2020, closing a stake of 4,520 shares — an estimated $240K sold.

Freedom Investment Management first reported a position in PFGC in Q4 2017 and held it in 8 quarters. The position peaked at $384K in Q4 2017. 225 funds tracked by Wall St. Rank hold PFGC as of Q2 2020.

Freedom Investment Management reported no remaining Performance Food Group position as of Q2 2020 after selling out during the quarter.
Freedom Investment Management sold 4,520 Performance Food Group shares in Q2 2020, an estimated $240K.
Freedom Investment Management first reported a position in Performance Food Group in Q4 2017 and held it in 8 quarters.
Freedom Investment Management's Performance Food Group position peaked at $384K in Q4 2017.
225 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2020.

Based on Freedom Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.