SAG
PDCO

SageView Advisory Group’s Patterson Companies, Inc. PDCO Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-7,000
Closed -$216K – 627
2024
Q4 		$216K Buy
+7,000
New +$163K 0.01% 550

Other funds holding PDCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SageView Advisory Group's PDCO Position: Q1 2025 in Review

SageView Advisory Group sold out of Patterson Companies, Inc. (PDCO) in Q1 2025, closing a stake of 7,000 shares — an estimated $216K sold.

SageView Advisory Group first reported a position in PDCO in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 298 funds tracked by Wall St. Rank hold PDCO as of Q1 2025.

  • SageView Advisory Group reported no remaining Patterson Companies, Inc. position as of Q1 2025 after selling out during the quarter.
  • SageView Advisory Group sold 7,000 Patterson Companies, Inc. shares in Q1 2025, an estimated $216K.
  • SageView Advisory Group first reported a position in Patterson Companies, Inc. in Q4 2024 and held it in 1 quarter.
  • SageView Advisory Group's Patterson Companies, Inc. position peaked at $216K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2025.

Based on SageView Advisory Group's 13F filing for Q1 2025, filed 19 May 2025.