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Summit Global Investments’s Performance Food Group PFGC Stock Holding History

Summit Global Investments’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 		– Sell
-23,486
Closed -$1.99M – 547
2024
Q4 		$1.99M Sell
23,486
-336
-1% -$28.4K 0.12% 132
2024
Q3 		$1.87M Sell
23,822
-1,599
-6% -$112K 0.12% 137
2024
Q2 		$1.68M Sell
25,421
-92
-0.4% -$6.41K 0.11% 142
2024
Q1 		$1.9M Sell
25,513
-29,404
-54% -$2.16M 0.14% 121
2023
Q4 		$3.8M Buy
+54,917
New +$3.37M 0.25% 86

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Summit Global Investments's PFGC Position: Q1 2025 in Review

Summit Global Investments sold out of Performance Food Group (PFGC) in Q1 2025, closing a stake of 23,486 shares — an estimated $1.99M sold.

Summit Global Investments first reported a position in PFGC in Q4 2023 and held it in 5 quarters. The position peaked at $3.8M in Q4 2023. 414 funds tracked by Wall St. Rank hold PFGC as of Q1 2025.

  • Summit Global Investments reported no remaining Performance Food Group position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 23,486 Performance Food Group shares in Q1 2025, an estimated $1.99M.
  • Summit Global Investments first reported a position in Performance Food Group in Q4 2023 and held it in 5 quarters.
  • Summit Global Investments's Performance Food Group position peaked at $3.8M in Q4 2023.
  • 414 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.