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BDL Capital Management’s Pentair PNR Stock Holding History

BDL Capital Management’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
2023
Q4 		$4.11M Buy
+63,554
New +$4.1M 3.43% 3

Other funds holding PNR

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDL Capital Management's PNR Position: Q4 2023 in Review

BDL Capital Management opened a new position in Pentair (PNR) in Q4 2023: 63,554 shares worth $4.11M. The stake represents 3.43% of the portfolio and ranks #3 among its holdings.

609 funds tracked by Wall St. Rank hold PNR as of Q4 2023.

  • BDL Capital Management held 63,554 shares of Pentair worth $4.11M as of Q4 2023.
  • Pentair was a new BDL Capital Management position in Q4 2023.
  • Pentair made up 3.43% of BDL Capital Management's portfolio in Q4 2023, its #3 holding.
  • 609 funds tracked by Wall St. Rank held Pentair as of Q4 2023.

Based on BDL Capital Management's 13F filing for Q4 2023, filed 9 Jan 2024.