SFS
PFGC icon

Sowell Financial Services’s Performance Food Group PFGC Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-61
Closed -$3K – 2085
2021
Q1 		$3K Sell
61
-66
-52% -$3.48K ﹤0.01% 2752
2020
Q4 		$6K Sell
127
-192
-60% -$8.09K ﹤0.01% 2221
2020
Q3 		$11K Buy
319
+200
+168% +$6.43K ﹤0.01% 1784
2020
Q2 		$3K Buy
119
+48
+68% +$1.25K ﹤0.01% 2069
2020
Q1 		$2K Hold
71
– – ﹤0.01% 2101
2019
Q4 		$4K Buy
71
+13
+22% +$594 ﹤0.01% 1998
2019
Q3 		$3K Buy
+58
New +$2.58K ﹤0.01% 1966

Other funds holding PFGC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sowell Financial Services's PFGC Position: Q2 2021 in Review

Sowell Financial Services sold out of Performance Food Group (PFGC) in Q2 2021, closing a stake of 61 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in PFGC in Q3 2019 and held it in 7 quarters. The position peaked at $11K in Q3 2020. 271 funds tracked by Wall St. Rank hold PFGC as of Q2 2021.

  • Sowell Financial Services reported no remaining Performance Food Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 61 Performance Food Group shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Performance Food Group in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Performance Food Group position peaked at $11K in Q3 2020.
  • 271 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.