Oliver Luxxe Assets’s PACS Group PACS Stock Holding History

Oliver Luxxe Assets’s Portfolio PACS Stock Details PACS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-46,811	Closed	-$1.87M	–	226
2024 Q4	$1.87M	Hold	46,811	–	–	0.17%	144
2024 Q3	$1.87M	Buy	+46,811	New	+$1.7M	0.33%	103

Other funds holding PACS

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

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

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

Oliver Luxxe Assets's PACS Position: Q1 2025 in Review

Oliver Luxxe Assets sold out of PACS Group (PACS) in Q1 2025, closing a stake of 46,811 shares — an estimated $1.87M sold.

Oliver Luxxe Assets first reported a position in PACS in Q3 2024 and held it in 2 quarters. The position peaked at $1.87M in Q4 2024. 142 funds tracked by Wall St. Rank hold PACS as of Q1 2025.

Oliver Luxxe Assets reported no remaining PACS Group position as of Q1 2025 after selling out during the quarter.
Oliver Luxxe Assets sold 46,811 PACS Group shares in Q1 2025, an estimated $1.87M.
Oliver Luxxe Assets first reported a position in PACS Group in Q3 2024 and held it in 2 quarters.
Oliver Luxxe Assets's PACS Group position peaked at $1.87M in Q4 2024.
142 funds tracked by Wall St. Rank held PACS Group as of Q1 2025.

Based on Oliver Luxxe Assets's 13F filing for Q1 2025, filed 14 May 2025.