Kula Investments’s Patterson Companies, Inc. PDCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$533K Sell
19,897
-25,505
-56% -$717K 0.13% 286
2022
Q4
$1.27M Buy
+45,402
New +$1.25M 0.37% 23

Other funds holding PDCO

Kula Investments's PDCO Position: Q1 2023 in Review

Kula Investments reduced its Patterson Companies, Inc. (PDCO) stake by 56% in Q1 2023, selling an estimated $717K and leaving 19,897 shares worth $533K. The position accounts for 0.13% of the portfolio, ranked #286.

Kula Investments first reported a position in PDCO in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.27M in Q4 2022. 300 funds tracked by Wall St. Rank hold PDCO as of Q1 2023.

  • Kula Investments held 19,897 shares of Patterson Companies, Inc. worth $533K as of Q1 2023.
  • Kula Investments sold 25,505 Patterson Companies, Inc. shares in Q1 2023, an estimated $717K.
  • Patterson Companies, Inc. made up 0.13% of Kula Investments's portfolio in Q1 2023, its #286 holding.
  • Kula Investments first reported a position in Patterson Companies, Inc. in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Patterson Companies, Inc. position peaked at $1.27M in Q4 2022.
  • 300 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.