Selective Wealth Management’s Patterson Companies, Inc. PDCO Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-4,353	Closed	-$105K	–	762
2022 Q3	$105K	Buy	4,353 +9	+0.2%	+$257	0.05%	203
2022 Q2	$132K	Buy	4,344 +9	+0.2%	+$282	0.05%	191
2022 Q1	$140K	Buy	4,335 +10	+0.2%	+$297	0.05%	173
2021 Q4	$127K	Buy	4,325 +9	+0.2%	+$282	0.05%	168
2021 Q3	$130K	Buy	4,316 +9	+0.2%	+$273	0.07%	147
2021 Q2	$131K	Buy	4,307 +8	+0.2%	+$269	0.1%	93
2021 Q1	$137K	Sell	4,299 -987	-19%	-$31.5K	0.12%	64
2020 Q4	$157K	Sell	5,286 -704	-12%	-$19.9K	0.1%	67
2020 Q3	$144K	Buy	5,990 +10	+0.2%	+$255	0.11%	63
2020 Q2	$132K	Sell	5,980 -883	-13%	-$15.5K	0.11%	63
2020 Q1	$105K	Buy	6,863 +11	+0.2%	+$238	0.16%	41
2019 Q4	$140K	Sell	6,852 -1,001	-13%	-$18.9K	0.17%	38
2019 Q3	$140K	Buy	+7,853	New	+$147K	0.19%	44
2018 Q3	$191K	Buy	+7,799	New	+$185K	2.28%	14

Other funds holding PDCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's PDCO Position: Q4 2022 in Review

Selective Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q4 2022, closing a stake of 4,353 shares — an estimated $105K sold.

Selective Wealth Management first reported a position in PDCO in Q3 2018 and held it in 14 quarters. The position peaked at $191K in Q3 2018. 304 funds tracked by Wall St. Rank hold PDCO as of Q4 2022.

Selective Wealth Management reported no remaining Patterson Companies, Inc. position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 4,353 Patterson Companies, Inc. shares in Q4 2022, an estimated $105K.
Selective Wealth Management first reported a position in Patterson Companies, Inc. in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Patterson Companies, Inc. position peaked at $191K in Q3 2018.
304 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.