Schechter Investment Advisors’s Performance Food Group PFGC Stock Holding History

Schechter Investment Advisors’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
2025 Q1	$264K	Sell	3,360 -488	-13%	-$40.7K	0.02%	496
2024 Q4	$325K	Sell	3,848 -462	-11%	-$39K	0.02%	471
2024 Q3	$338K	Buy	4,310 +90	+2%	+$6.31K	0.02%	472
2024 Q2	$279K	Sell	4,220 -120	-3%	-$8.36K	0.02%	489
2024 Q1	$324K	Sell	4,340 -177	-4%	-$13K	0.02%	480
2023 Q4	$312K	Sell	4,517 -17	-0.4%	-$1.04K	0.03%	457
2023 Q3	$267K	Buy	4,534 +300	+7%	+$18.1K	0.03%	475
2023 Q2	$255K	Sell	4,234 -208	-5%	-$12.2K	0.02%	524
2023 Q1	$268K	Buy	4,442 +119	+3%	+$6.95K	0.02%	546
2022 Q4	$252K	Buy	+4,323	New	+$236K	0.02%	686

Other funds holding PFGC

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Schechter Investment Advisors's PFGC Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Performance Food Group (PFGC) stake by 13% in Q1 2025, selling an estimated $40.7K and leaving 3,360 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #496.

Schechter Investment Advisors first reported a position in PFGC in Q4 2022 and has held it in 10 quarters since. The position peaked at $338K in Q3 2024. 414 funds tracked by Wall St. Rank hold PFGC as of Q1 2025.

Schechter Investment Advisors held 3,360 shares of Performance Food Group worth $264K as of Q1 2025.
Schechter Investment Advisors sold 488 Performance Food Group shares in Q1 2025, an estimated $40.7K.
Performance Food Group made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #496 holding.
Schechter Investment Advisors first reported a position in Performance Food Group in Q4 2022 and has held it in 10 quarters since.
Schechter Investment Advisors's Performance Food Group position peaked at $338K in Q3 2024.
414 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.