HIIFS
PDCO

Harel Insurance Investments & Financial Services’s Patterson Companies, Inc. PDCO Stock Holding History

Harel Insurance Investments & Financial Services’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
-360
Closed -$9K – 585
2024
Q2 		$9K Sell
360
-40
-10% -$1K ﹤0.01% 489
2024
Q1 		$11K Sell
400
-128
-24% -$3.65K ﹤0.01% 482
2023
Q4 		$15K Sell
528
-1,066
-67% -$31.4K ﹤0.01% 517
2023
Q3 		$47K Sell
1,594
-49
-3% -$1.55K ﹤0.01% 471
2023
Q2 		$55K Buy
1,643
+47
+3% +$1.3K ﹤0.01% 474
2023
Q1 		$43K Buy
1,596
+67
+4% +$1.88K ﹤0.01% 510
2022
Q4 		$43K Buy
1,529
+2
+0.1% +$55 ﹤0.01% 492
2022
Q3 		$37K Sell
1,527
-231
-13% -$6.61K ﹤0.01% 539
2022
Q2 		$53K Sell
1,758
-187
-10% -$5.86K ﹤0.01% 498
2022
Q1 		$63K Sell
1,945
-376
-16% -$11.2K ﹤0.01% 492
2021
Q4 		$69K Sell
2,321
-3,315
-59% -$104K ﹤0.01% 546
2021
Q3 		$170K Sell
5,636
-2,791
-33% -$84.7K ﹤0.01% 391
2021
Q2 		$256K Sell
8,427
-8,501
-50% -$286K 0.01% 562
2021
Q1 		$1.17M Buy
+16,928
New +$541K 0.02% 329

Other funds holding PDCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $226B AUM 44.75% 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 $1.88T AUM 44.46% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PDCO Position: Q3 2024 in Review

Harel Insurance Investments & Financial Services sold out of Patterson Companies, Inc. (PDCO) in Q3 2024, closing a stake of 360 shares — an estimated $9K sold.

Harel Insurance Investments & Financial Services first reported a position in PDCO in Q1 2021 and held it in 14 quarters. The position peaked at $1.17M in Q1 2021. 281 funds tracked by Wall St. Rank hold PDCO as of Q3 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Patterson Companies, Inc. position as of Q3 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 360 Patterson Companies, Inc. shares in Q3 2024, an estimated $9K.
  • Harel Insurance Investments & Financial Services first reported a position in Patterson Companies, Inc. in Q1 2021 and held it in 14 quarters.
  • Harel Insurance Investments & Financial Services's Patterson Companies, Inc. position peaked at $1.17M in Q1 2021.
  • 281 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q3 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2024, filed 15 Oct 2024.