WT
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Whittier Trust’s Performance Food Group PFGC Stock Holding History

Whittier Trust’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
2024
Q4 		– Sell
-223
Closed -$17.5K – 1593
2024
Q3 		$17.5K Buy
+223
New +$15.6K ﹤0.01% 1137
2022
Q4 		– Sell
-51
Closed -$2K – 1696
2022
Q3 		$2K Hold
51
– – ﹤0.01% 1570
2022
Q2 		$2K Hold
51
– – ﹤0.01% 1577
2022
Q1 		$3K Buy
+51
New +$2.5K ﹤0.01% 1535

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Whittier Trust's PFGC Position: Q4 2024 in Review

Whittier Trust sold out of Performance Food Group (PFGC) in Q4 2024, closing a stake of 223 shares — an estimated $17.5K sold.

Whittier Trust first reported a position in PFGC in Q1 2022 and held it in 4 quarters. The position peaked at $17.5K in Q3 2024. 411 funds tracked by Wall St. Rank hold PFGC as of Q4 2024.

  • Whittier Trust reported no remaining Performance Food Group position as of Q4 2024 after selling out during the quarter.
  • Whittier Trust sold 223 Performance Food Group shares in Q4 2024, an estimated $17.5K.
  • Whittier Trust first reported a position in Performance Food Group in Q1 2022 and held it in 4 quarters.
  • Whittier Trust's Performance Food Group position peaked at $17.5K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.