NYLIM
PDCO

New York Life Investment Management’s Patterson Companies, Inc. PDCO Stock Holding History

New York Life Investment 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
2025
Q2 		– Sell
-204,042
Closed -$6.37M – 847
2025
Q1 		$6.37M Buy
+204,042
New +$6.33M 0.06% 271
2024
Q1 		– Sell
-12,900
Closed -$367K – 1555
2023
Q4 		$367K Sell
12,900
-379
-3% -$11.2K ﹤0.01% 1073
2023
Q3 		$394K Sell
13,279
-2,131
-14% -$67.6K ﹤0.01% 890
2023
Q2 		$513K Sell
15,410
-2,546
-14% -$70.2K 0.01% 701
2023
Q1 		$481K Buy
17,956
+434
+2% +$12.2K 0.01% 882
2022
Q4 		$491K Buy
17,522
+1,973
+13% +$54.4K 0.01% 945
2022
Q3 		$373K Buy
15,549
+1,142
+8% +$32.7K ﹤0.01% 999
2022
Q2 		$437K Buy
+14,407
New +$451K 0.01% 836
2015
Q4 		– Sell
-9,000
Closed -$389K – 217
2015
Q3 		$389K Hold
9,000
– – 0.04% 121
2015
Q2 		$438K Hold
9,000
– – 0.05% 94
2015
Q1 		$439K Sell
9,000
-200
-2% -$9.97K 0.05% 107
2014
Q4 		$443K Sell
9,200
-3,100
-25% -$140K 0.05% 107
2014
Q3 		$510K Buy
12,300
+500
+4% +$20K 0.08% 69
2014
Q2 		$466K Buy
11,800
+5,700
+93% +$230K 0.08% 92
2014
Q1 		$255K Buy
6,100
+600
+11% +$24.5K 0.05% 82
2013
Q4 		$227K Hold
5,500
– – 0.06% 93
2013
Q3 		$221K Sell
5,500
-200
-4% -$8.1K 0.07% 84
2013
Q2 		$214K Buy
+5,700
New +$217K 0.07% 85

Other funds holding PDCO

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

New York Life Investment Management's PDCO Position: Q2 2025 in Review

New York Life Investment Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 204,042 shares — an estimated $6.37M sold.

New York Life Investment Management first reported a position in PDCO in Q2 2013 and held it in 18 quarters. The position peaked at $6.37M in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • New York Life Investment Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • New York Life Investment Management sold 204,042 Patterson Companies, Inc. shares in Q2 2025, an estimated $6.37M.
  • New York Life Investment Management first reported a position in Patterson Companies, Inc. in Q2 2013 and held it in 18 quarters.
  • New York Life Investment Management's Patterson Companies, Inc. position peaked at $6.37M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on New York Life Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.