LAM
PFGC icon

Lountzis Asset Management’s Performance Food Group PFGC Stock Holding History

Lountzis Asset Management’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
2021
Q4 		– Sell
-250
Closed -$11.6K – 76
2021
Q3 		$11.6K Buy
+250
New +$11.5K 0.01% 71

Other funds holding PFGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lountzis Asset Management's PFGC Position: Q4 2021 in Review

Lountzis Asset Management sold out of Performance Food Group (PFGC) in Q4 2021, closing a stake of 250 shares — an estimated $11.6K sold.

Lountzis Asset Management first reported a position in PFGC in Q3 2021 and held it in 1 quarter. The position peaked at $11.6K in Q3 2021. 301 funds tracked by Wall St. Rank hold PFGC as of Q4 2021.

  • Lountzis Asset Management reported no remaining Performance Food Group position as of Q4 2021 after selling out during the quarter.
  • Lountzis Asset Management sold 250 Performance Food Group shares in Q4 2021, an estimated $11.6K.
  • Lountzis Asset Management first reported a position in Performance Food Group in Q3 2021 and held it in 1 quarter.
  • Lountzis Asset Management's Performance Food Group position peaked at $11.6K in Q3 2021.
  • 301 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.