ZIM
PATK icon

Zacks Investment Management’s Patrick Industries PATK Stock Holding History

Zacks 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 		– Sell
-22,098
Closed -$764K – 629
2022
Q2 		$764K Sell
22,098
-462
-2% -$18.3K 0.01% 373
2022
Q1 		$907K Buy
+22,560
New +$1.04M 0.01% 382
2020
Q2 		– Sell
-22,944
Closed -$431K – 560
2020
Q1 		$431K Buy
+22,944
New +$731K 0.01% 395

Other funds holding PATK

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
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
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
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

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

Zacks Investment Management sold out of Patrick Industries (PATK) in Q3 2022, closing a stake of 22,098 shares — an estimated $764K sold.

Zacks Investment Management first reported a position in PATK in Q1 2020 and held it in 3 quarters. The position peaked at $907K in Q1 2022. 212 funds tracked by Wall St. Rank hold PATK as of Q3 2022.

  • Zacks Investment Management reported no remaining Patrick Industries position as of Q3 2022 after selling out during the quarter.
  • Zacks Investment Management sold 22,098 Patrick Industries shares in Q3 2022, an estimated $764K.
  • Zacks Investment Management first reported a position in Patrick Industries in Q1 2020 and held it in 3 quarters.
  • Zacks Investment Management's Patrick Industries position peaked at $907K in Q1 2022.
  • 212 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2022.

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