SFM
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Systematic Financial Management’s Performance Food Group PFGC Stock Holding History

Systematic Financial Management’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
2023
Q2 		– Sell
-1,743
Closed -$105K – 288
2023
Q1 		$105K Buy
+1,743
New +$102K ﹤0.01% 280

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Systematic Financial Management's PFGC Position: Q2 2023 in Review

Systematic Financial Management sold out of Performance Food Group (PFGC) in Q2 2023, closing a stake of 1,743 shares — an estimated $105K sold.

Systematic Financial Management first reported a position in PFGC in Q1 2023 and held it in 1 quarter. The position peaked at $105K in Q1 2023. 358 funds tracked by Wall St. Rank hold PFGC as of Q2 2023.

  • Systematic Financial Management reported no remaining Performance Food Group position as of Q2 2023 after selling out during the quarter.
  • Systematic Financial Management sold 1,743 Performance Food Group shares in Q2 2023, an estimated $105K.
  • Systematic Financial Management first reported a position in Performance Food Group in Q1 2023 and held it in 1 quarter.
  • Systematic Financial Management's Performance Food Group position peaked at $105K in Q1 2023.
  • 358 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2023.

Based on Systematic Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.