IFAM
PFGC icon

Institutional & Family Asset Management’s Performance Food Group PFGC Stock Holding History

Institutional & Family Asset 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
Q2 		$8.73K Buy
132
+26
+25% +$1.81K ﹤0.01% 434
2024
Q1 		$7.91K Sell
106
-2
-2% -$147 ﹤0.01% 438
2023
Q4 		$7.47K Hold
108
– – ﹤0.01% 430
2023
Q3 		$6.36K Buy
+108
New +$6.53K ﹤0.01% 432

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Institutional & Family Asset Management's PFGC Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Performance Food Group (PFGC) stake by 25% in Q2 2024, buying an estimated $1.81K and bringing the position to 132 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Institutional & Family Asset Management first reported a position in PFGC in Q3 2023 and has held it in 4 quarters since. 436 funds tracked by Wall St. Rank hold PFGC as of Q2 2024.

  • Institutional & Family Asset Management held 132 shares of Performance Food Group worth $8.73K as of Q2 2024.
  • Institutional & Family Asset Management bought 26 Performance Food Group shares in Q2 2024, an estimated $1.81K.
  • Performance Food Group made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #434 holding.
  • Institutional & Family Asset Management first reported a position in Performance Food Group in Q3 2023 and has held it in 4 quarters since.
  • 436 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.