VT
PDCO

Vise Technologies’s Patterson Companies, Inc. PDCO Stock Holding History

Vise Technologies’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
2024
Q4 		$574K Buy
18,584
+3,145
+20% +$73.1K 0.05% 387
2024
Q3 		$337K Sell
15,439
-10,914
-41% -$258K 0.04% 410
2024
Q2 		$636K Buy
26,353
+1
+0% +$25 0.11% 190
2024
Q1 		$729K Sell
26,352
-1,361
-5% -$38.8K 0.14% 149
2023
Q4 		$788K Sell
27,713
-4,065
-13% -$120K 0.17% 133
2023
Q3 		$942K Buy
31,778
+397
+1% +$12.6K 0.23% 102
2023
Q2 		$1.04M Buy
31,381
+2,930
+10% +$80.8K 0.25% 93
2023
Q1 		$762K Buy
28,451
+4,864
+21% +$137K 0.2% 115
2022
Q4 		$661K Buy
23,587
+8,287
+54% +$229K 0.21% 116
2022
Q3 		$368K Sell
15,300
-575
-4% -$16.5K 0.14% 176
2022
Q2 		$481K Buy
15,875
+7,698
+94% +$241K 0.19% 133
2022
Q1 		$265K Buy
+8,177
New +$243K 0.1% 191

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Vise Technologies's PDCO Position: Q4 2024 in Review

Vise Technologies increased its Patterson Companies, Inc. (PDCO) stake by 20% in Q4 2024, buying an estimated $73.1K and bringing the position to 18,584 shares worth $574K. The position accounts for 0.05% of the portfolio, ranked #387.

Vise Technologies first reported a position in PDCO in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.04M in Q2 2023. 308 funds tracked by Wall St. Rank hold PDCO as of Q4 2024.

  • Vise Technologies held 18,584 shares of Patterson Companies, Inc. worth $574K as of Q4 2024.
  • Vise Technologies bought 3,145 Patterson Companies, Inc. shares in Q4 2024, an estimated $73.1K.
  • Patterson Companies, Inc. made up 0.05% of Vise Technologies's portfolio in Q4 2024, its #387 holding.
  • Vise Technologies first reported a position in Patterson Companies, Inc. in Q1 2022 and has held it in 12 quarters since.
  • Vise Technologies's Patterson Companies, Inc. position peaked at $1.04M in Q2 2023.
  • 308 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q4 2024.

Based on Vise Technologies's 13F filing for Q4 2024, filed 18 Feb 2025.