KB Financial Partners’s Patterson Companies, Inc. PDCO Stock Holding History

KB Financial 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
2023 Q3	$2K	Hold	71	–	–	﹤0.01%	556
2023 Q2	$2K	Hold	71	–	–	﹤0.01%	582
2023 Q1	$2K	Hold	71	–	–	﹤0.01%	569
2022 Q4	$2K	Sell	71 -29	-29%	-$800	﹤0.01%	562
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	544
2022 Q2	$3K	Sell	100 -55	-35%	-$1.72K	﹤0.01%	481
2022 Q1	$5K	Hold	155	–	–	﹤0.01%	473
2021 Q4	$5K	Buy	+155	New	+$4.85K	﹤0.01%	514
2021 Q3	–	Sell	-155	Closed	-$5K	–	585
2021 Q2	$5K	Sell	155 -4,235	-96%	-$143K	﹤0.01%	491
2021 Q1	$140K	Buy	+4,390	New	+$140K	0.06%	184

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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

KB Financial Partners's PDCO Position: Q3 2023 in Review

KB Financial Partners held its Patterson Companies, Inc. (PDCO) position steady in Q3 2023 at 71 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

KB Financial Partners first reported a position in PDCO in Q1 2021 and has held it in 10 quarters since. The position peaked at $140K in Q1 2021. 306 funds tracked by Wall St. Rank hold PDCO as of Q3 2023.

KB Financial Partners held 71 shares of Patterson Companies, Inc. worth $2K as of Q3 2023.
KB Financial Partners left its Patterson Companies, Inc. share count unchanged in Q3 2023.
Patterson Companies, Inc. made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #556 holding.
KB Financial Partners first reported a position in Patterson Companies, Inc. in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Patterson Companies, Inc. position peaked at $140K in Q1 2021.
306 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.