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Aperio Group’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Aperio Group’s Portfolio PNFP Stock Details PNFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$730K Buy
11,339
+1,165
+11% +$60.1K ﹤0.01% 1759
2020
Q3 		$362K Sell
10,174
-586
-5% -$23.3K ﹤0.01% 1983
2020
Q2 		$452K Sell
10,760
-7,173
-40% -$285K ﹤0.01% 1812
2020
Q1 		$673K Buy
17,933
+2,669
+17% +$145K ﹤0.01% 1492
2019
Q4 		$977K Sell
15,264
-85
-0.6% -$5.13K ﹤0.01% 1448
2019
Q3 		$871K Sell
15,349
-653
-4% -$36.5K ﹤0.01% 1467
2019
Q2 		$920K Buy
16,002
+1,201
+8% +$67.6K ﹤0.01% 1442
2019
Q1 		$810K Sell
14,801
-1,909
-11% -$105K ﹤0.01% 1473
2018
Q4 		$770K Buy
16,710
+4,640
+38% +$246K ﹤0.01% 1444
2018
Q3 		$726K Sell
12,070
-2,790
-19% -$177K ﹤0.01% 1575
2018
Q2 		$912K Buy
14,860
+3,675
+33% +$239K ﹤0.01% 1443
2018
Q1 		$718K Sell
11,185
-1,921
-15% -$126K ﹤0.01% 1512
2017
Q4 		$869K Buy
13,106
+2,256
+21% +$150K ﹤0.01% 1389
2017
Q3 		$726K Buy
10,850
+1,847
+21% +$116K ﹤0.01% 1465
2017
Q2 		$565K Buy
9,003
+1,472
+20% +$93.3K ﹤0.01% 1584
2017
Q1 		$500K Buy
7,531
+909
+14% +$61.3K ﹤0.01% 1546
2016
Q4 		$459K Buy
6,622
+1,225
+23% +$74K ﹤0.01% 1556
2016
Q3 		$292K Buy
5,397
+88
+2% +$4.75K ﹤0.01% 1730
2016
Q2 		$259K Buy
5,309
+287
+6% +$14.1K ﹤0.01% 1726
2016
Q1 		$246K Sell
5,022
-574
-10% -$27.4K ﹤0.01% 1764
2015
Q4 		$287K Buy
5,596
+835
+18% +$44.2K ﹤0.01% 1641
2015
Q3 		$235K Buy
4,761
+869
+22% +$44K ﹤0.01% 1687
2015
Q2 		$212K Buy
+3,892
New +$193K ﹤0.01% 1830
2015
Q1 		– Sell
-5,188
Closed -$205K – 1988
2014
Q4 		$205K Buy
+5,188
New +$195K ﹤0.01% 1736

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Aperio Group's PNFP Position: Q4 2020 in Review

Aperio Group increased its Pinnacle Financial Partners Inc (PNFP) stake by 11% in Q4 2020, buying an estimated $60.1K and bringing the position to 11,339 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Aperio Group first reported a position in PNFP in Q4 2014 and has held it in 24 quarters since. The position peaked at $977K in Q4 2019. 324 funds tracked by Wall St. Rank hold PNFP as of Q4 2020.

  • Aperio Group held 11,339 shares of Pinnacle Financial Partners Inc worth $730K as of Q4 2020.
  • Aperio Group bought 1,165 Pinnacle Financial Partners Inc shares in Q4 2020, an estimated $60.1K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1759 holding.
  • Aperio Group first reported a position in Pinnacle Financial Partners Inc in Q4 2014 and has held it in 24 quarters since.
  • Aperio Group's Pinnacle Financial Partners Inc position peaked at $977K in Q4 2019.
  • 324 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.