Bessemer Securities’s Pinnacle West Capital PNW Stock Holding History

Bessemer Securities’s Portfolio PNW Stock Details PNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,450	Closed	-$365K	–	124
2021 Q2	$365K	Hold	4,450	–	–	0.14%	110
2021 Q1	$362K	Hold	4,450	–	–	0.15%	112
2020 Q4	$356K	Hold	4,450	–	–	0.15%	70
2020 Q3	$332K	Sell	4,450 -100	-2%	-$7.66K	0.15%	71
2020 Q2	$333K	Hold	4,550	–	–	0.17%	69
2020 Q1	$345K	Hold	4,550	–	–	0.17%	77
2019 Q4	$409K	Hold	4,550	–	–	0.16%	85
2019 Q3	$442K	Hold	4,550	–	–	0.18%	80
2019 Q2	$428K	Hold	4,550	–	–	0.18%	83
2019 Q1	$435K	Hold	4,550	–	–	0.15%	82
2018 Q4	$388K	Buy	+4,550	New	+$392K	0.15%	87

Other funds holding PNW

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Bessemer Securities's PNW Position: Q3 2021 in Review

Bessemer Securities sold out of Pinnacle West Capital (PNW) in Q3 2021, closing a stake of 4,450 shares — an estimated $365K sold.

Bessemer Securities first reported a position in PNW in Q4 2018 and held it in 11 quarters. The position peaked at $442K in Q3 2019. 511 funds tracked by Wall St. Rank hold PNW as of Q3 2021.

Bessemer Securities reported no remaining Pinnacle West Capital position as of Q3 2021 after selling out during the quarter.
Bessemer Securities sold 4,450 Pinnacle West Capital shares in Q3 2021, an estimated $365K.
Bessemer Securities first reported a position in Pinnacle West Capital in Q4 2018 and held it in 11 quarters.
Bessemer Securities's Pinnacle West Capital position peaked at $442K in Q3 2019.
511 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2021.

Based on Bessemer Securities's 13F filing for Q3 2021, filed 10 Nov 2021.