IHAM
PDCO

Integral Health Asset Management’s Patterson Companies, Inc. PDCO Stock Holding History

Integral Health 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
2024
Q1 		– Sell
-100,000
Closed -$2.85M – 98
2023
Q4 		$2.85M Buy
+100,000
New +$2.94M 0.39% 64

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

Integral Health Asset Management's PDCO Position: Q1 2024 in Review

Integral Health Asset Management sold out of Patterson Companies, Inc. (PDCO) in Q1 2024, closing a stake of 100,000 shares — an estimated $2.85M sold.

Integral Health Asset Management first reported a position in PDCO in Q4 2023 and held it in 1 quarter. The position peaked at $2.85M in Q4 2023. 293 funds tracked by Wall St. Rank hold PDCO as of Q1 2024.

  • Integral Health Asset Management reported no remaining Patterson Companies, Inc. position as of Q1 2024 after selling out during the quarter.
  • Integral Health Asset Management sold 100,000 Patterson Companies, Inc. shares in Q1 2024, an estimated $2.85M.
  • Integral Health Asset Management first reported a position in Patterson Companies, Inc. in Q4 2023 and held it in 1 quarter.
  • Integral Health Asset Management's Patterson Companies, Inc. position peaked at $2.85M in Q4 2023.
  • 293 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2024.

Based on Integral Health Asset Management's 13F filing for Q1 2024, filed 15 May 2024.