MWPCG
PDCO

Measured Wealth Private Client Group’s Patterson Companies, Inc. PDCO Stock Holding History

Measured Wealth Private Client Group’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
2020
Q1 		– Sell
-35,430
Closed -$726K – 120
2019
Q4 		$726K Buy
35,430
+1,239
+4% +$23.5K 0.48% 28
2019
Q3 		$609K Buy
+34,191
New +$639K 0.39% 43

Other funds holding PDCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Measured Wealth Private Client Group's PDCO Position: Q1 2020 in Review

Measured Wealth Private Client Group sold out of Patterson Companies, Inc. (PDCO) in Q1 2020, closing a stake of 35,430 shares — an estimated $726K sold.

Measured Wealth Private Client Group first reported a position in PDCO in Q3 2019 and held it in 2 quarters. The position peaked at $726K in Q4 2019. 251 funds tracked by Wall St. Rank hold PDCO as of Q1 2020.

  • Measured Wealth Private Client Group reported no remaining Patterson Companies, Inc. position as of Q1 2020 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 35,430 Patterson Companies, Inc. shares in Q1 2020, an estimated $726K.
  • Measured Wealth Private Client Group first reported a position in Patterson Companies, Inc. in Q3 2019 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Patterson Companies, Inc. position peaked at $726K in Q4 2019.
  • 251 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2020.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2020, filed 22 Apr 2020.