Joho Capital’s Performance Food Group PFGC Stock Holding History

Joho Capital’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
2021 Q4	–	Sell	-39,500	Closed	-$1.83M	–	21
2021 Q3	$1.83M	Hold	39,500	–	–	0.25%	17
2021 Q2	$1.92M	Hold	39,500	–	–	0.27%	16
2021 Q1	$2.28M	Buy	39,500 +26,800	+211%	+$1.41M	0.35%	16
2020 Q4	$605K	Buy	+12,700	New	+$535K	0.1%	17

Other funds holding PFGC

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Joho Capital's PFGC Position: Q4 2021 in Review

Joho Capital sold out of Performance Food Group (PFGC) in Q4 2021, closing a stake of 39,500 shares — an estimated $1.83M sold.

Joho Capital first reported a position in PFGC in Q4 2020 and held it in 4 quarters. The position peaked at $2.28M in Q1 2021. 301 funds tracked by Wall St. Rank hold PFGC as of Q4 2021.

Joho Capital reported no remaining Performance Food Group position as of Q4 2021 after selling out during the quarter.
Joho Capital sold 39,500 Performance Food Group shares in Q4 2021, an estimated $1.83M.
Joho Capital first reported a position in Performance Food Group in Q4 2020 and held it in 4 quarters.
Joho Capital's Performance Food Group position peaked at $2.28M in Q1 2021.
301 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2021.

Based on Joho Capital's 13F filing for Q4 2021, filed 14 Feb 2022.