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Loring Wolcott & Coolidge Fiduciary Advisors’s Performance Food Group PFGC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,144
Closed -$49K – 596
2022
Q3 		$49K Hold
1,144
– – ﹤0.01% 412
2022
Q2 		$53K Hold
1,144
– – ﹤0.01% 417
2022
Q1 		$58K Buy
+1,144
New +$56.1K ﹤0.01% 425

Other funds holding PFGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PFGC Position: Q4 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Performance Food Group (PFGC) in Q4 2022, closing a stake of 1,144 shares — an estimated $49K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PFGC in Q1 2022 and held it in 3 quarters. The position peaked at $58K in Q1 2022. 362 funds tracked by Wall St. Rank hold PFGC as of Q4 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Performance Food Group position as of Q4 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,144 Performance Food Group shares in Q4 2022, an estimated $49K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Performance Food Group in Q1 2022 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Performance Food Group position peaked at $58K in Q1 2022.
  • 362 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.