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Castleark Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Castleark Management’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
2023
Q1 		– Sell
-31,380
Closed -$2.3M – 314
2022
Q4 		$2.3M Buy
+31,380
New +$2.52M 0.12% 157
2020
Q2 		– Sell
-115,775
Closed -$4.35M – 375
2020
Q1 		$4.35M Buy
115,775
+4,760
+4% +$258K 0.26% 112
2019
Q4 		$7.11M Buy
+111,015
New +$6.7M 0.28% 119

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Castleark Management's PNFP Position: Q1 2023 in Review

Castleark Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2023, closing a stake of 31,380 shares — an estimated $2.3M sold.

Castleark Management first reported a position in PNFP in Q4 2019 and held it in 3 quarters. The position peaked at $7.11M in Q4 2019. 397 funds tracked by Wall St. Rank hold PNFP as of Q1 2023.

  • Castleark Management reported no remaining Pinnacle Financial Partners Inc position as of Q1 2023 after selling out during the quarter.
  • Castleark Management sold 31,380 Pinnacle Financial Partners Inc shares in Q1 2023, an estimated $2.3M.
  • Castleark Management first reported a position in Pinnacle Financial Partners Inc in Q4 2019 and held it in 3 quarters.
  • Castleark Management's Pinnacle Financial Partners Inc position peaked at $7.11M in Q4 2019.
  • 397 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2023.

Based on Castleark Management's 13F filing for Q1 2023, filed 16 May 2023.