JMPWA
PDCO

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
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 $552B AUM 44.19% 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
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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. 306 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.
  • 306 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.