SFG
PDCO

Steward Financial Group’s Patterson Companies, Inc. PDCO Stock Holding History

Steward Financial 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
2023
Q3 		$1K Buy
+67
New +$2.13K ﹤0.01% 1298
2022
Q3 		– Sell
-8
Closed – – 1390
2022
Q2 		$0 Buy
+8
New +$251 ﹤0.01% 1443

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Steward Financial Group's PDCO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Patterson Companies, Inc. (PDCO) in Q3 2023: 67 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1298 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PDCO as recently as Q2 2022.

Steward Financial Group first reported a position in PDCO in Q2 2022 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold PDCO as of Q3 2023.

  • Steward Financial Group held 67 shares of Patterson Companies, Inc. worth $1K as of Q3 2023.
  • Patterson Companies, Inc. was a new Steward Financial Group position in Q3 2023.
  • Patterson Companies, Inc. made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1298 holding.
  • Steward Financial Group first reported a position in Patterson Companies, Inc. in Q2 2022 and has held it in 2 quarters since.
  • 306 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.