JP Morgan Private Wealth Advisors’s Patterson Companies, Inc. PDCO Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	–	Sell	-6,170	Closed	-$205K	–	1796
2023 Q2	$205K	Buy	+6,170	New	+$170K	﹤0.01%	1384
2022 Q3	–	Sell	-6,735	Closed	-$204K	–	1993
2022 Q2	$204K	Hold	6,735	–	–	﹤0.01%	1818
2022 Q1	$218K	Buy	+6,735	New	+$200K	﹤0.01%	1883
2021 Q4	–	Sell	-6,751	Closed	-$203K	–	2049
2021 Q3	$203K	Buy	+6,751	New	+$205K	﹤0.01%	1856
2021 Q2	–	Sell	-6,915	Closed	-$221K	–	1947
2021 Q1	$221K	Buy	+6,915	New	+$221K	﹤0.01%	1645
2018 Q4	–	Sell	-8,830	Closed	-$216K	–	1608
2018 Q3	$216K	Sell	8,830 -92	-1%	-$2.18K	﹤0.01%	1445
2018 Q2	$202K	Buy	+8,922	New	+$201K	﹤0.01%	1371
2018 Q1	–	Sell	-25,294	Closed	-$914K	–	1393
2017 Q4	$914K	Sell	25,294 -2,809	-10%	-$103K	0.01%	684
2017 Q3	$1.09M	Sell	28,103 -427	-1%	-$17K	0.01%	606
2017 Q2	$1.34M	Sell	28,530 -278	-1%	-$12.5K	0.01%	546
2017 Q1	$1.3M	Sell	28,808 -2,352	-8%	-$102K	0.01%	560
2016 Q4	$1.28M	Sell	31,160 -6,447	-17%	-$278K	0.01%	534
2016 Q3	$1.73M	Buy	37,607 +1,344	+4%	+$63.6K	0.02%	466
2016 Q2	$1.74M	Buy	36,263 +10,205	+39%	+$470K	0.02%	477
2016 Q1	$1.21M	Buy	26,058 +2,462	+10%	+$107K	0.01%	507
2015 Q4	$1.07M	Buy	23,596 +470	+2%	+$21.6K	0.01%	506
2015 Q3	$1M	Sell	23,126 -127	-0.5%	-$6.06K	0.01%	472
2015 Q2	$1.13M	Sell	23,253 -198	-0.8%	-$9.44K	0.01%	486
2015 Q1	$1.14M	Sell	23,451 -27,182	-54%	-$1.35M	0.01%	491
2014 Q4	$2.44M	Buy	50,633 +305	+0.6%	+$13.7K	0.03%	348
2014 Q3	$2.09M	Sell	50,328 -230	-0.5%	-$9.18K	0.03%	362
2014 Q2	$2M	Buy	50,558 +3,292	+7%	+$133K	0.03%	295
2014 Q1	$1.97M	Buy	47,266 +22,676	+92%	+$926K	0.04%	286
2013 Q4	$1.01M	Sell	24,590 -500	-2%	-$20.7K	0.02%	345
2013 Q3	$1.01M	Buy	25,090 +500	+2%	+$20.3K	0.02%	332
2013 Q2	$925K	Buy	+24,590	New	+$937K	0.02%	330

Other funds holding PDCO

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RRAM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PDCO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of Patterson Companies, Inc. (PDCO) in Q3 2023, closing a stake of 6,170 shares — an estimated $205K sold.

JP Morgan Private Wealth Advisors first reported a position in PDCO in Q2 2013 and held it in 26 quarters. The position peaked at $2.44M in Q4 2014. 305 funds tracked by Wall St. Rank hold PDCO as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining Patterson Companies, Inc. position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 6,170 Patterson Companies, Inc. shares in Q3 2023, an estimated $205K.
JP Morgan Private Wealth Advisors first reported a position in Patterson Companies, Inc. in Q2 2013 and held it in 26 quarters.
JP Morgan Private Wealth Advisors's Patterson Companies, Inc. position peaked at $2.44M in Q4 2014.
305 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.