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Wright Investors Service’s Performance Food Group PFGC Stock Holding History

Wright Investors Service’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
Q2 		– Sell
-6,587
Closed -$492K – 156
2024
Q1 		$492K Buy
6,587
+2,770
+73% +$204K 0.12% 130
2023
Q4 		$264K Buy
+3,817
New +$235K 0.07% 141

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wright Investors Service's PFGC Position: Q2 2024 in Review

Wright Investors Service sold out of Performance Food Group (PFGC) in Q2 2024, closing a stake of 6,587 shares — an estimated $492K sold.

Wright Investors Service first reported a position in PFGC in Q4 2023 and held it in 2 quarters. The position peaked at $492K in Q1 2024. 436 funds tracked by Wall St. Rank hold PFGC as of Q2 2024.

  • Wright Investors Service reported no remaining Performance Food Group position as of Q2 2024 after selling out during the quarter.
  • Wright Investors Service sold 6,587 Performance Food Group shares in Q2 2024, an estimated $492K.
  • Wright Investors Service first reported a position in Performance Food Group in Q4 2023 and held it in 2 quarters.
  • Wright Investors Service's Performance Food Group position peaked at $492K in Q1 2024.
  • 436 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2024.

Based on Wright Investors Service's 13F filing for Q2 2024, filed 26 Jul 2024.