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

Hillsdale 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
2024 Q4	–	Sell	-10,000	Closed	-$784K	–	658
2024 Q3	$784K	Buy	10,000 +1,500	+18%	+$105K	0.06%	267
2024 Q2	$562K	Buy	+8,500	New	+$592K	0.04%	311
2020 Q2	–	Sell	-84,000	Closed	-$2.08M	–	663
2020 Q1	$2.08M	Sell	84,000 -400	-0.5%	-$17.2K	0.25%	122
2019 Q4	$4.34M	Buy	84,400 +8,600	+11%	+$393K	0.38%	82
2019 Q3	$3.49M	Buy	75,800 +3,300	+5%	+$147K	0.31%	94
2019 Q2	$2.9M	Buy	72,500 +4,700	+7%	+$188K	0.29%	74
2019 Q1	$2.69M	Buy	+67,800	New	+$2.49M	0.24%	74

Other funds holding PFGC

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Hillsdale Investment Management's PFGC Position: Q4 2024 in Review

Hillsdale Investment Management sold out of Performance Food Group (PFGC) in Q4 2024, closing a stake of 10,000 shares — an estimated $784K sold.

Hillsdale Investment Management first reported a position in PFGC in Q1 2019 and held it in 7 quarters. The position peaked at $4.34M in Q4 2019. 411 funds tracked by Wall St. Rank hold PFGC as of Q4 2024.

Hillsdale Investment Management reported no remaining Performance Food Group position as of Q4 2024 after selling out during the quarter.
Hillsdale Investment Management sold 10,000 Performance Food Group shares in Q4 2024, an estimated $784K.
Hillsdale Investment Management first reported a position in Performance Food Group in Q1 2019 and held it in 7 quarters.
Hillsdale Investment Management's Performance Food Group position peaked at $4.34M in Q4 2019.
411 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2024.

Based on Hillsdale Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.