Prelude Capital Management’s Performance Food Group PFGC Stock Holding History

Prelude Capital Management’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
2021 Q4	–	Sell	-30,000	Closed	-$1.39M	–	2193
2021 Q3	$1.39M	Hold	30,000	–	–	0.04%	431
2021 Q2	$1.46M	Buy	+30,000	New	+$1.58M	0.04%	432

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Prelude Capital Management's PFGC Position: Q4 2023 in Review

Prelude Capital Management sold out of Performance Food Group (PFGC) in Q4 2023, closing a stake of 4,199 shares — an estimated $247K sold.

Prelude Capital Management first reported a position in PFGC in Q3 2018 and held it in 8 quarters. The position peaked at $1.09M in Q3 2021. 381 funds tracked by Wall St. Rank hold PFGC as of Q4 2023.

Prelude Capital Management reported no remaining Performance Food Group position as of Q4 2023 after selling out during the quarter.
Prelude Capital Management sold 4,199 Performance Food Group shares in Q4 2023, an estimated $247K.
Prelude Capital Management first reported a position in Performance Food Group in Q3 2018 and held it in 8 quarters.
Prelude Capital Management's Performance Food Group position peaked at $1.09M in Q3 2021.
381 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2023.

Based on Prelude Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.