SHFP
PDCO

Second Half Financial Partners’s Patterson Companies, Inc. PDCO Stock Holding History

Second Half Financial Partners’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
2022
Q3 		– Sell
-59,248
Closed -$1.89M – 68
2022
Q2 		$1.89M Hold
59,248
– – 1.46% 32
2022
Q1 		$1.89M Buy
+59,248
New +$1.76M 1.46% 32

Other funds holding PDCO

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Second Half Financial Partners's PDCO Position: Q3 2022 in Review

Second Half Financial Partners sold out of Patterson Companies, Inc. (PDCO) in Q3 2022, closing a stake of 59,248 shares — an estimated $1.89M sold.

Second Half Financial Partners first reported a position in PDCO in Q1 2022 and held it in 2 quarters. The position peaked at $1.89M in Q2 2022. 269 funds tracked by Wall St. Rank hold PDCO as of Q3 2022.

  • Second Half Financial Partners reported no remaining Patterson Companies, Inc. position as of Q3 2022 after selling out during the quarter.
  • Second Half Financial Partners sold 59,248 Patterson Companies, Inc. shares in Q3 2022, an estimated $1.89M.
  • Second Half Financial Partners first reported a position in Patterson Companies, Inc. in Q1 2022 and held it in 2 quarters.
  • Second Half Financial Partners's Patterson Companies, Inc. position peaked at $1.89M in Q2 2022.
  • 269 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q3 2022.

Based on Second Half Financial Partners's 13F filing for Q3 2022, filed 15 Nov 2022.