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Milestone Investment Advisors’s Performance Food Group PFGC Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-45
Closed -$2.65K – 351
2023
Q3 		$2.65K Buy
+45
New +$2.72K ﹤0.01% 354
2023
Q2 		– Sell
-45
Closed -$2.72K – 347
2023
Q1 		$2.72K Buy
+45
New +$2.63K ﹤0.01% 353

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Milestone Investment Advisors's PFGC Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Performance Food Group (PFGC) in Q4 2023, closing a stake of 45 shares — an estimated $2.65K sold.

Milestone Investment Advisors first reported a position in PFGC in Q1 2023 and held it in 2 quarters. The position peaked at $2.72K in Q1 2023. 381 funds tracked by Wall St. Rank hold PFGC as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Performance Food Group position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 45 Performance Food Group shares in Q4 2023, an estimated $2.65K.
  • Milestone Investment Advisors first reported a position in Performance Food Group in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Performance Food Group position peaked at $2.72K in Q1 2023.
  • 381 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.