MinichMacGregor Wealth Management’s Patterson Companies, Inc. PDCO Stock Holding History

MinichMacGregor Wealth Management’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
2023 Q1	–	Sell	-600	Closed	-$16.8K	–	688
2022 Q4	$16.8K	Buy	+600	New	+$16.6K	0.01%	340
2018 Q4	–	Sell	-600	Closed	-$14K	–	544
2018 Q3	$14K	Hold	600	–	–	0.01%	280
2018 Q2	$13K	Hold	600	–	–	0.01%	276
2018 Q1	$13K	Hold	600	–	–	0.01%	275
2017 Q4	$21K	Hold	600	–	–	0.02%	201
2017 Q3	$23K	Hold	600	–	–	0.02%	187
2017 Q2	$28K	Hold	600	–	–	0.02%	148
2017 Q1	$27K	Hold	600	–	–	0.02%	150
2016 Q4	$24K	Hold	600	–	–	0.02%	155
2016 Q3	$27K	Hold	600	–	–	0.03%	161
2016 Q2	$28K	Hold	600	–	–	0.03%	150
2016 Q1	$27K	Hold	600	–	–	0.03%	149
2015 Q4	$28K	Buy	+600	New	+$27.6K	0.03%	141

Other funds holding PDCO

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MinichMacGregor Wealth Management's PDCO Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q1 2023, closing a stake of 600 shares — an estimated $16.8K sold.

MinichMacGregor Wealth Management first reported a position in PDCO in Q4 2015 and held it in 13 quarters. The position peaked at $28K in Q2 2017. 300 funds tracked by Wall St. Rank hold PDCO as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Patterson Companies, Inc. position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 600 Patterson Companies, Inc. shares in Q1 2023, an estimated $16.8K.
MinichMacGregor Wealth Management first reported a position in Patterson Companies, Inc. in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Patterson Companies, Inc. position peaked at $28K in Q2 2017.
300 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.