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Beese Fulmer Investment Management’s Pentair PNR Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-47
Closed -$2K – 447
2020
Q2 		$2K Buy
+47
New +$1.65K ﹤0.01% 576
2014
Q4 		– Sell
-4,763
Closed -$210K – 158
2014
Q3 		$210K Sell
4,763
-1,367
-22% -$63.2K 0.07% 145
2014
Q2 		$297K Sell
6,130
-188
-3% -$9.57K 0.1% 126
2014
Q1 		$337K Hold
6,318
– – 0.12% 117
2013
Q4 		$330K Sell
6,318
-1,008
-14% -$46.9K 0.12% 113
2013
Q3 		$320K Sell
7,326
-390
-5% -$16.3K 0.13% 113
2013
Q2 		$299K Buy
+7,716
New +$289K 0.13% 112

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beese Fulmer Investment Management's PNR Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Pentair (PNR) in Q3 2020, closing a stake of 47 shares — an estimated $2K sold.

Beese Fulmer Investment Management first reported a position in PNR in Q2 2013 and held it in 7 quarters. The position peaked at $337K in Q1 2014. 464 funds tracked by Wall St. Rank hold PNR as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Pentair position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 47 Pentair shares in Q3 2020, an estimated $2K.
  • Beese Fulmer Investment Management first reported a position in Pentair in Q2 2013 and held it in 7 quarters.
  • Beese Fulmer Investment Management's Pentair position peaked at $337K in Q1 2014.
  • 464 funds tracked by Wall St. Rank held Pentair as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.