Institutional & Family Asset Management’s Patterson Companies, Inc. PDCO Stock Holding History

Institutional & Family Asset 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
2021 Q1	–	Sell	-700	Closed	-$21K	–	1004
2020 Q4	$21K	Hold	700	–	–	﹤0.01%	439
2020 Q3	$17K	Sell	700 -1,000	-59%	-$25.5K	﹤0.01%	420
2020 Q2	$37K	Hold	1,700	–	–	0.01%	332
2020 Q1	$26K	Hold	1,700	–	–	0.01%	338
2019 Q4	$35K	Hold	1,700	–	–	0.01%	358
2019 Q3	$30K	Sell	1,700 -1,148	-40%	-$21.4K	0.01%	355
2019 Q2	$65K	Hold	2,848	–	–	0.01%	281
2019 Q1	$62K	Hold	2,848	–	–	0.01%	300
2018 Q4	$56K	Sell	2,848 -200	-7%	-$4.67K	0.01%	307
2018 Q3	$75K	Hold	3,048	–	–	0.01%	312
2018 Q2	$69K	Hold	3,048	–	–	0.01%	321
2018 Q1	$68K	Buy	+3,048	New	+$94.9K	0.01%	300

Other funds holding PDCO

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's PDCO Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of Patterson Companies, Inc. (PDCO) in Q1 2021, closing a stake of 700 shares — an estimated $21K sold.

Institutional & Family Asset Management first reported a position in PDCO in Q1 2018 and held it in 12 quarters. The position peaked at $75K in Q3 2018. 276 funds tracked by Wall St. Rank hold PDCO as of Q1 2021.

Institutional & Family Asset Management reported no remaining Patterson Companies, Inc. position as of Q1 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 700 Patterson Companies, Inc. shares in Q1 2021, an estimated $21K.
Institutional & Family Asset Management first reported a position in Patterson Companies, Inc. in Q1 2018 and held it in 12 quarters.
Institutional & Family Asset Management's Patterson Companies, Inc. position peaked at $75K in Q3 2018.
276 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.