Phoenix Financial’s Performance Food Group PFGC Stock Holding History

Phoenix Financial’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
2024 Q2	–	Sell	-9,300	Closed	-$692K	–	420
2024 Q1	$692K	Buy	+9,300	New	+$684K	0.01%	246

Other funds holding PFGC

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Phoenix Financial's PFGC Position: Q2 2024 in Review

Phoenix Financial sold out of Performance Food Group (PFGC) in Q2 2024, closing a stake of 9,300 shares — an estimated $692K sold.

Phoenix Financial first reported a position in PFGC in Q1 2024 and held it in 1 quarter. The position peaked at $692K in Q1 2024. 436 funds tracked by Wall St. Rank hold PFGC as of Q2 2024.

Phoenix Financial reported no remaining Performance Food Group position as of Q2 2024 after selling out during the quarter.
Phoenix Financial sold 9,300 Performance Food Group shares in Q2 2024, an estimated $692K.
Phoenix Financial first reported a position in Performance Food Group in Q1 2024 and held it in 1 quarter.
Phoenix Financial's Performance Food Group position peaked at $692K in Q1 2024.
436 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.