Global Retirement Partners’s Patterson Companies, Inc. PDCO Stock Holding History

Global Retirement Partners’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 Q4	$8.61K	Buy	279 +55	+25%	+$1.28K	﹤0.01%	2445
2024 Q3	$4.89K	Hold	224	–	–	﹤0.01%	2572
2024 Q2	$5.4K	Sell	224 -17	-7%	-$426	﹤0.01%	2583
2024 Q1	$6.66K	Hold	241	–	–	﹤0.01%	2285
2023 Q4	$7.14K	Buy	241 +208	+630%	+$6.12K	﹤0.01%	2192
2023 Q3	$987	Buy	33 +16	+94%	+$508	﹤0.01%	2778
2023 Q2	$565	Hold	17	–	–	﹤0.01%	2926
2023 Q1	$455	Hold	17	–	–	﹤0.01%	2942
2022 Q4	$477	Hold	17	–	–	﹤0.01%	2770
2022 Q3	$0	Sell	17 -10	-37%	-$286	﹤0.01%	3031
2022 Q2	$1K	Buy	27 +10	+59%	+$313	﹤0.01%	2615
2022 Q1	$1K	Buy	+17	New	+$505	﹤0.01%	2573
2021 Q4	–	Sell	-17	Closed	-$1K	–	1891
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	1951
2021 Q2	$1K	Hold	17	–	–	﹤0.01%	1839
2021 Q1	$1K	Hold	17	–	–	﹤0.01%	1751
2020 Q4	$1K	Hold	17	–	–	﹤0.01%	1708
2020 Q3	$0	Hold	17	–	–	﹤0.01%	1742
2020 Q2	$0	Hold	17	–	–	﹤0.01%	1746
2020 Q1	$0	Hold	17	–	–	﹤0.01%	1703
2019 Q4	$0	Sell	17 -199	-92%	-$3.77K	﹤0.01%	1721
2019 Q3	$4K	Hold	216	–	–	﹤0.01%	1367
2019 Q2	$5K	Hold	216	–	–	﹤0.01%	1305
2019 Q1	$5K	Hold	216	–	–	﹤0.01%	1264
2018 Q4	$4K	Sell	216 -195	-47%	-$4.55K	﹤0.01%	1241
2018 Q3	$10K	Hold	411	–	–	﹤0.01%	1047
2018 Q2	$9K	Buy	411 +174	+73%	+$3.92K	﹤0.01%	1044
2018 Q1	$5K	Hold	237	–	–	﹤0.01%	1166
2017 Q4	$9K	Sell	237 -20	-8%	-$730	﹤0.01%	961
2017 Q3	$10K	Sell	257 -2	-0.8%	-$80	﹤0.01%	849
2017 Q2	$12K	Hold	259	–	–	0.01%	744
2017 Q1	$12K	Hold	259	–	–	0.01%	704
2016 Q4	$11K	Buy	+259	New	+$11.2K	0.01%	673

Other funds holding PDCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Global Retirement Partners's PDCO Position: Q4 2024 in Review

Global Retirement Partners increased its Patterson Companies, Inc. (PDCO) stake by 25% in Q4 2024, buying an estimated $1.28K and bringing the position to 279 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Global Retirement Partners first reported a position in PDCO in Q4 2016 and has held it in 32 quarters since. The position peaked at $12K in Q2 2017. 308 funds tracked by Wall St. Rank hold PDCO as of Q4 2024.

Global Retirement Partners held 279 shares of Patterson Companies, Inc. worth $8.61K as of Q4 2024.
Global Retirement Partners bought 55 Patterson Companies, Inc. shares in Q4 2024, an estimated $1.28K.
Patterson Companies, Inc. made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2445 holding.
Global Retirement Partners first reported a position in Patterson Companies, Inc. in Q4 2016 and has held it in 32 quarters since.
Global Retirement Partners's Patterson Companies, Inc. position peaked at $12K in Q2 2017.
308 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.