WIM
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Wilen Investment Management’s Patrick Industries PATK Stock Holding History

Wilen Investment Management’s Portfolio PATK Stock Details PATK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$49K Hold
1,694
– – 0.05% 74
2022
Q2 		$58K Buy
1,694
+450
+36% +$17.8K 0.05% 70
2022
Q1 		$50K Hold
1,244
– – 0.04% 75
2021
Q4 		$66K Hold
1,244
– – 0.05% 68
2021
Q3 		$69K Buy
+1,244
New +$66.6K 0.06% 69
2021
Q1 		– Sell
-1,244
Closed -$56K – 72
2020
Q4 		$56K Buy
+1,244
New +$52.7K 0.06% 74

Other funds holding PATK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wilen Investment Management's PATK Position: Q3 2022 in Review

Wilen Investment Management held its Patrick Industries (PATK) position steady in Q3 2022 at 1,694 shares worth $49K. The position accounts for 0.05% of the portfolio, ranked #74.

Wilen Investment Management first reported a position in PATK in Q4 2020 and has held it in 6 quarters since. The position peaked at $69K in Q3 2021. 212 funds tracked by Wall St. Rank hold PATK as of Q3 2022.

  • Wilen Investment Management held 1,694 shares of Patrick Industries worth $49K as of Q3 2022.
  • Wilen Investment Management left its Patrick Industries share count unchanged in Q3 2022.
  • Patrick Industries made up 0.05% of Wilen Investment Management's portfolio in Q3 2022, its #74 holding.
  • Wilen Investment Management first reported a position in Patrick Industries in Q4 2020 and has held it in 6 quarters since.
  • Wilen Investment Management's Patrick Industries position peaked at $69K in Q3 2021.
  • 212 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2022.

Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.