SLWS
PDCO

Swaine & Leidel Wealth Services’s Patterson Companies, Inc. PDCO Stock Holding History

Swaine & Leidel Wealth Services’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
Q1 		$1.89K Buy
+1,893
New +$56.2K 1.46% 32
2021
Q1 		$1.89M Buy
+59,248
New +$1.89M 1.22% 38

Other funds holding PDCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Swaine & Leidel Wealth Services's PDCO Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Patterson Companies, Inc. (PDCO) in Q1 2022: 1,893 shares worth $1.89K. The stake represents 1.46% of the portfolio and ranks #32 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in PDCO as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in PDCO in Q1 2021 and has held it in 2 quarters since. The position peaked at $1.89M in Q1 2021. 271 funds tracked by Wall St. Rank hold PDCO as of Q1 2022.

  • Swaine & Leidel Wealth Services held 1,893 shares of Patterson Companies, Inc. worth $1.89K as of Q1 2022.
  • Patterson Companies, Inc. was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • Patterson Companies, Inc. made up 1.46% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #32 holding.
  • Swaine & Leidel Wealth Services first reported a position in Patterson Companies, Inc. in Q1 2021 and has held it in 2 quarters since.
  • Swaine & Leidel Wealth Services's Patterson Companies, Inc. position peaked at $1.89M in Q1 2021.
  • 271 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.