ICRM
PDCO

Insight Capital Research & Management’s Patterson Companies, Inc. PDCO Stock Holding History

Insight Capital Research & 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
2014
Q1 		– Sell
-15,781
Closed -$650K – 156
2013
Q4 		$650K Sell
15,781
-819
-5% -$34K 0.15% 118
2013
Q3 		$706K Sell
16,600
-39
-0.2% -$1.58K 0.17% 116
2013
Q2 		$626K Buy
+16,639
New +$634K 0.16% 138

Other funds holding PDCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Insight Capital Research & Management's PDCO Position: Q1 2014 in Review

Insight Capital Research & Management sold out of Patterson Companies, Inc. (PDCO) in Q1 2014, closing a stake of 15,781 shares — an estimated $650K sold.

Insight Capital Research & Management first reported a position in PDCO in Q2 2013 and held it in 3 quarters. The position peaked at $706K in Q3 2013. 330 funds tracked by Wall St. Rank hold PDCO as of Q1 2014.

  • Insight Capital Research & Management reported no remaining Patterson Companies, Inc. position as of Q1 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 15,781 Patterson Companies, Inc. shares in Q1 2014, an estimated $650K.
  • Insight Capital Research & Management first reported a position in Patterson Companies, Inc. in Q2 2013 and held it in 3 quarters.
  • Insight Capital Research & Management's Patterson Companies, Inc. position peaked at $706K in Q3 2013.
  • 330 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2014.

Based on Insight Capital Research & Management's 13F filing for Q1 2014, filed 8 May 2014.