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Chartwell Investment Partners’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Chartwell Investment Partners’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
2024
Q3 		$4.94M Sell
50,457
-3,248
-6% -$299K 0.17% 188
2024
Q2 		$4.3M Sell
53,705
-6,471
-11% -$516K 0.15% 201
2024
Q1 		$5.17M Sell
60,176
-49,591
-45% -$4.17M 0.18% 182
2023
Q4 		$9.57M Buy
109,767
+29,596
+37% +$2.14M 0.34% 107
2023
Q3 		$5.38M Sell
80,171
-1,724
-2% -$116K 0.21% 177
2023
Q2 		$4.64M Sell
81,895
-1,152
-1% -$60.7K 0.17% 208
2023
Q1 		$4.58M Sell
83,047
-27,022
-25% -$1.9M 0.17% 193
2022
Q4 		$8.08M Sell
110,069
-16,745
-13% -$1.34M 0.32% 111
2022
Q3 		$10.3M Buy
126,814
+11,282
+10% +$901K 0.44% 66
2022
Q2 		$8.35M Buy
115,532
+22,398
+24% +$1.77M 0.34% 102
2022
Q1 		$8.58M Sell
93,134
-5,025
-5% -$496K 0.29% 136
2021
Q4 		$9.37M Sell
98,159
-4,439
-4% -$434K 0.27% 134
2021
Q3 		$9.65M Sell
102,598
-1,875
-2% -$172K 0.3% 128
2021
Q2 		$9.22M Sell
104,473
-12,007
-10% -$1.07M 0.27% 133
2021
Q1 		$10.3M Sell
116,480
-43,165
-27% -$3.42M 0.31% 123
2020
Q4 		$10.3M Buy
159,645
+11,021
+7% +$568K 0.33% 120
2020
Q3 		$5.29M Buy
148,624
+3,027
+2% +$120K 0.19% 172
2020
Q2 		$6.11M Sell
145,597
-1,887
-1% -$74.9K 0.24% 163
2020
Q1 		$5.54M Sell
147,484
-23,201
-14% -$1.26M 0.26% 145
2019
Q4 		$10.9M Sell
170,685
-8,800
-5% -$531K 0.36% 121
2019
Q3 		$10.2M Sell
179,485
-43,556
-20% -$2.44M 0.34% 120
2019
Q2 		$12.8M Sell
223,041
-4,593
-2% -$259K 0.42% 87
2019
Q1 		$12.5M Buy
227,634
+174,381
+327% +$9.63M 0.4% 87
2018
Q4 		$2.46M Sell
53,253
-58,382
-52% -$3.1M 0.09% 311
2018
Q3 		$6.71M Buy
111,635
+279
+0.3% +$17.7K 0.2% 168
2018
Q2 		$6.83M Sell
111,356
-78,809
-41% -$5.12M 0.2% 166
2018
Q1 		$12.2M Buy
190,165
+39,270
+26% +$2.57M 0.42% 91
2017
Q4 		$10M Sell
150,895
-5,685
-4% -$378K 0.34% 107
2017
Q3 		$10.5M Sell
156,580
-147,058
-48% -$9.27M 0.36% 108
2017
Q2 		$19.1M Sell
303,638
-13,425
-4% -$851K 0.72% 28
2017
Q1 		$21.1M Buy
317,063
+725
+0.2% +$48.9K 0.77% 22
2016
Q4 		$21.9M Sell
316,338
-8,967
-3% -$542K 0.75% 16
2016
Q3 		$17.6M Sell
325,305
-27,000
-8% -$1.46M 0.31% 91
2016
Q2 		$17.2M Buy
352,305
+1,125
+0.3% +$55.1K 0.31% 96
2016
Q1 		$17.2M Sell
351,180
-400
-0.1% -$19.1K 0.33% 78
2015
Q4 		$18.1M Buy
351,580
+1,025
+0.3% +$54.3K 0.37% 74
2015
Q3 		$17.3M Sell
350,555
-21,325
-6% -$1.08M 0.37% 83
2015
Q2 		$20.2M Buy
371,880
+1,867
+0.5% +$92.5K 0.39% 76
2015
Q1 		$16.5M Buy
370,013
+5,658
+2% +$227K 0.32% 126
2014
Q4 		$14.4M Sell
364,355
-2,850
-0.8% -$107K 0.3% 135
2014
Q3 		$13.3M Sell
367,205
-8,325
-2% -$306K 0.3% 132
2014
Q2 		$14.8M Buy
375,530
+68,250
+22% +$2.45M 0.31% 139
2014
Q1 		$11.5M Buy
+307,280
New +$10.6M 0.23% 167

Other funds holding PNFP

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Chartwell Investment Partners's PNFP Position: Q3 2024 in Review

Chartwell Investment Partners reduced its Pinnacle Financial Partners Inc (PNFP) stake by 6% in Q3 2024, selling an estimated $299K and leaving 50,457 shares worth $4.94M. The position accounts for 0.17% of the portfolio, ranked #188.

Chartwell Investment Partners first reported a position in PNFP in Q1 2014 and has held it in 43 quarters since. The position peaked at $21.9M in Q4 2016. 421 funds tracked by Wall St. Rank hold PNFP as of Q3 2024.

  • Chartwell Investment Partners held 50,457 shares of Pinnacle Financial Partners Inc worth $4.94M as of Q3 2024.
  • Chartwell Investment Partners sold 3,248 Pinnacle Financial Partners Inc shares in Q3 2024, an estimated $299K.
  • Pinnacle Financial Partners Inc made up 0.17% of Chartwell Investment Partners's portfolio in Q3 2024, its #188 holding.
  • Chartwell Investment Partners first reported a position in Pinnacle Financial Partners Inc in Q1 2014 and has held it in 43 quarters since.
  • Chartwell Investment Partners's Pinnacle Financial Partners Inc position peaked at $21.9M in Q4 2016.
  • 421 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.