IronBridge Private Wealth’s Patterson Companies, Inc. PDCO Stock Holding History

IronBridge Private Wealth’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
2022 Q1	–	Sell	-165	Closed	-$5K	–	310
2021 Q4	$5K	Hold	165	–	–	﹤0.01%	244
2021 Q3	$5K	Hold	165	–	–	﹤0.01%	218
2021 Q2	$5K	Hold	165	–	–	﹤0.01%	220
2021 Q1	$5K	Hold	165	–	–	﹤0.01%	220
2020 Q4	$5K	Buy	+165	New	+$4.67K	﹤0.01%	204

Other funds holding PDCO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

IronBridge Private Wealth's PDCO Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Patterson Companies, Inc. (PDCO) in Q1 2022, closing a stake of 165 shares — an estimated $5K sold.

IronBridge Private Wealth first reported a position in PDCO in Q4 2020 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 271 funds tracked by Wall St. Rank hold PDCO as of Q1 2022.

IronBridge Private Wealth reported no remaining Patterson Companies, Inc. position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 165 Patterson Companies, Inc. shares in Q1 2022, an estimated $5K.
IronBridge Private Wealth first reported a position in Patterson Companies, Inc. in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Patterson Companies, Inc. position peaked at $5K in Q4 2021.
271 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.