HIM
PDCO

Hillsdale Investment Management’s Patterson Companies, Inc. PDCO Stock Holding History

Hillsdale Investment 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
2023
Q4 		– Sell
-81,180
Closed -$2.41M – 661
2023
Q3 		$2.41M Buy
81,180
+80
+0.1% +$2.54K 0.22% 162
2023
Q2 		$2.7M Buy
+81,100
New +$2.24M 0.25% 148
2016
Q4 		– Sell
-40
Closed -$2K – 555
2016
Q3 		$2K Hold
40
– – ﹤0.01% 481
2016
Q2 		$2K Hold
40
– – ﹤0.01% 490
2016
Q1 		$2K Hold
40
– – ﹤0.01% 469
2015
Q4 		$2K Buy
+40
New +$1.84K ﹤0.01% 474

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Hillsdale Investment Management's PDCO Position: Q4 2023 in Review

Hillsdale Investment Management sold out of Patterson Companies, Inc. (PDCO) in Q4 2023, closing a stake of 81,180 shares — an estimated $2.41M sold.

Hillsdale Investment Management first reported a position in PDCO in Q4 2015 and held it in 6 quarters. The position peaked at $2.7M in Q2 2023. 310 funds tracked by Wall St. Rank hold PDCO as of Q4 2023.

  • Hillsdale Investment Management reported no remaining Patterson Companies, Inc. position as of Q4 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 81,180 Patterson Companies, Inc. shares in Q4 2023, an estimated $2.41M.
  • Hillsdale Investment Management first reported a position in Patterson Companies, Inc. in Q4 2015 and held it in 6 quarters.
  • Hillsdale Investment Management's Patterson Companies, Inc. position peaked at $2.7M in Q2 2023.
  • 310 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q4 2023.

Based on Hillsdale Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.