HGWM
PDCO

Harvest Group Wealth Management’s Patterson Companies, Inc. PDCO Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-74
Closed -$1K – 1076
2019
Q4 		$1K Buy
74
+14
+23% +$265 ﹤0.01% 907
2019
Q3 		$1K Sell
60
-125
-68% -$2.33K ﹤0.01% 960
2019
Q2 		$4K Buy
185
+122
+194% +$2.71K 0.01% 417
2019
Q1 		$1K Buy
+63
New +$1.4K ﹤0.01% 875

Other funds holding PDCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Harvest Group Wealth Management's PDCO Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q1 2020, closing a stake of 74 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in PDCO in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q2 2019. 251 funds tracked by Wall St. Rank hold PDCO as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Patterson Companies, Inc. position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 74 Patterson Companies, Inc. shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Patterson Companies, Inc. in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Patterson Companies, Inc. position peaked at $4K in Q2 2019.
  • 251 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.