Marathon Partners Equity Management’s Performance Food Group PFGC Stock Holding History

Marathon Partners Equity 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
2023 Q3	–	Sell	-25,000	Closed	-$1.51M	–	27
2023 Q2	$1.51M	Hold	25,000	–	–	1.87%	15
2023 Q1	$1.51M	Buy	+25,000	New	+$1.46M	1.96%	16
2020 Q2	–	Sell	-87,500	Closed	-$2.16M	–	14
2020 Q1	$2.16M	Buy	+87,500	New	+$3.76M	1.36%	10

Other funds holding PFGC

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Marathon Partners Equity Management's PFGC Position: Q3 2023 in Review

Marathon Partners Equity Management sold out of Performance Food Group (PFGC) in Q3 2023, closing a stake of 25,000 shares — an estimated $1.51M sold.

Marathon Partners Equity Management first reported a position in PFGC in Q1 2020 and held it in 3 quarters. The position peaked at $2.16M in Q1 2020. 368 funds tracked by Wall St. Rank hold PFGC as of Q3 2023.

Marathon Partners Equity Management reported no remaining Performance Food Group position as of Q3 2023 after selling out during the quarter.
Marathon Partners Equity Management sold 25,000 Performance Food Group shares in Q3 2023, an estimated $1.51M.
Marathon Partners Equity Management first reported a position in Performance Food Group in Q1 2020 and held it in 3 quarters.
Marathon Partners Equity Management's Performance Food Group position peaked at $2.16M in Q1 2020.
368 funds tracked by Wall St. Rank held Performance Food Group as of Q3 2023.

Based on Marathon Partners Equity Management's 13F filing for Q3 2023, filed 14 Nov 2023.