K.J. Harrison & Partners’s Patterson Companies, Inc. PDCO Stock Holding History

K.J. Harrison & Partners’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	-25,000	Closed	-$711K	–	235
2023 Q4	$711K	Buy	+25,000	New	+$736K	0.12%	140
2016 Q3	–	Sell	-5,000	Closed	-$239K	–	228
2016 Q2	$239K	Sell	5,000 -29,000	-85%	-$1.34M	0.13%	154
2016 Q1	$1.58M	Buy	+34,000	New	+$1.47M	0.85%	41

Other funds holding PDCO

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

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

K.J. Harrison & Partners's PDCO Position: Q1 2024 in Review

K.J. Harrison & Partners sold out of Patterson Companies, Inc. (PDCO) in Q1 2024, closing a stake of 25,000 shares — an estimated $711K sold.

K.J. Harrison & Partners first reported a position in PDCO in Q1 2016 and held it in 3 quarters. The position peaked at $1.58M in Q1 2016. 293 funds tracked by Wall St. Rank hold PDCO as of Q1 2024.

K.J. Harrison & Partners reported no remaining Patterson Companies, Inc. position as of Q1 2024 after selling out during the quarter.
K.J. Harrison & Partners sold 25,000 Patterson Companies, Inc. shares in Q1 2024, an estimated $711K.
K.J. Harrison & Partners first reported a position in Patterson Companies, Inc. in Q1 2016 and held it in 3 quarters.
K.J. Harrison & Partners's Patterson Companies, Inc. position peaked at $1.58M in Q1 2016.
293 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2024.

Based on K.J. Harrison & Partners's 13F filing for Q1 2024, filed 26 Apr 2024.