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Buckingham Strategic Wealth’s Pentair PNR Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$301K Buy
3,929
+726
+23% +$58.5K ﹤0.01% 599
2024
Q1 		$274K Buy
3,203
+24
+0.8% +$1.82K ﹤0.01% 616
2023
Q4 		$231K Buy
3,179
+40
+1% +$2.58K ﹤0.01% 647
2023
Q3 		$203K Buy
+3,139
New +$211K ﹤0.01% 629

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Buckingham Strategic Wealth's PNR Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Pentair (PNR) stake by 23% in Q2 2024, buying an estimated $58.5K and bringing the position to 3,929 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Buckingham Strategic Wealth first reported a position in PNR in Q3 2023 and has held it in 4 quarters since. 636 funds tracked by Wall St. Rank hold PNR as of Q2 2024.

  • Buckingham Strategic Wealth held 3,929 shares of Pentair worth $301K as of Q2 2024.
  • Buckingham Strategic Wealth bought 726 Pentair shares in Q2 2024, an estimated $58.5K.
  • Pentair made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #599 holding.
  • Buckingham Strategic Wealth first reported a position in Pentair in Q3 2023 and has held it in 4 quarters since.
  • 636 funds tracked by Wall St. Rank held Pentair as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.