Valeo Financial Advisors’s Patterson Companies, Inc. PDCO Stock Holding History

Valeo Financial Advisors’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
2020 Q3	–	Sell	-8,392	Closed	-$187K	–	2198
2020 Q2	$187K	Buy	8,392 +341	+4%	+$5.97K	0.02%	338
2020 Q1	$120K	Hold	8,051	–	–	0.01%	383
2019 Q4	$165K	Hold	8,051	–	–	0.02%	354
2019 Q3	$143K	Hold	8,051	–	–	0.02%	359
2019 Q2	$184K	Buy	8,051 +7,926	+6,341%	+$176K	0.02%	305
2019 Q1	$3K	Hold	125	–	–	﹤0.01%	1311
2018 Q4	$2K	Hold	125	–	–	﹤0.01%	1333
2018 Q3	$3K	Buy	+125	New	+$2.96K	﹤0.01%	1390
2018 Q2	–	Sell	-2,196	Closed	-$49K	–	1777
2018 Q1	$49K	Buy	2,196 +15	+0.7%	+$467	0.01%	495
2017 Q4	$79K	Buy	2,181 +15	+0.7%	+$548	0.01%	385
2017 Q3	$84K	Buy	+2,166	New	+$86.5K	0.02%	321

Other funds holding PDCO

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Valeo Financial Advisors's PDCO Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Patterson Companies, Inc. (PDCO) in Q3 2020, closing a stake of 8,392 shares — an estimated $187K sold.

Valeo Financial Advisors first reported a position in PDCO in Q3 2017 and held it in 11 quarters. The position peaked at $187K in Q2 2020. 246 funds tracked by Wall St. Rank hold PDCO as of Q3 2020.

Valeo Financial Advisors reported no remaining Patterson Companies, Inc. position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 8,392 Patterson Companies, Inc. shares in Q3 2020, an estimated $187K.
Valeo Financial Advisors first reported a position in Patterson Companies, Inc. in Q3 2017 and held it in 11 quarters.
Valeo Financial Advisors's Patterson Companies, Inc. position peaked at $187K in Q2 2020.
246 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.