1834 Investment Advisors’s Pentair PNR Stock Holding History

1834 Investment Advisors’s Portfolio PNR Stock Details PNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-59	Closed	-$3K	–	470
2020 Q3	$3K	Buy	+59	New	+$2.57K	﹤0.01%	401
2016 Q4	–	Sell	-94,668	Closed	-$4.08M	–	174
2016 Q3	$4.08M	Buy	94,668 +2,931	+3%	+$124K	0.89%	42
2016 Q2	$3.59M	Buy	+91,737	New	+$3.57M	0.78%	47

Other funds holding PNR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

1834 Investment Advisors's PNR Position: Q4 2020 in Review

1834 Investment Advisors sold out of Pentair (PNR) in Q4 2020, closing a stake of 59 shares — an estimated $3K sold.

1834 Investment Advisors first reported a position in PNR in Q2 2016 and held it in 3 quarters. The position peaked at $4.08M in Q3 2016. 509 funds tracked by Wall St. Rank hold PNR as of Q4 2020.

1834 Investment Advisors reported no remaining Pentair position as of Q4 2020 after selling out during the quarter.
1834 Investment Advisors sold 59 Pentair shares in Q4 2020, an estimated $3K.
1834 Investment Advisors first reported a position in Pentair in Q2 2016 and held it in 3 quarters.
1834 Investment Advisors's Pentair position peaked at $4.08M in Q3 2016.
509 funds tracked by Wall St. Rank held Pentair as of Q4 2020.

Based on 1834 Investment Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.