Claris Advisors’s Pentair PNR Stock Holding History

Claris Advisors’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 Q4	–	Sell	-10	Closed	-$978	–	869
2024 Q3	$978	Buy	+10	New	+$856	﹤0.01%	443

Other funds holding PNR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Claris Advisors's PNR Position: Q4 2024 in Review

Claris Advisors sold out of Pentair (PNR) in Q4 2024, closing a stake of 10 shares — an estimated $978 sold.

Claris Advisors first reported a position in PNR in Q3 2024 and held it in 1 quarter. The position peaked at $978 in Q3 2024. 715 funds tracked by Wall St. Rank hold PNR as of Q4 2024.

Claris Advisors reported no remaining Pentair position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 10 Pentair shares in Q4 2024, an estimated $978.
Claris Advisors first reported a position in Pentair in Q3 2024 and held it in 1 quarter.
Claris Advisors's Pentair position peaked at $978 in Q3 2024.
715 funds tracked by Wall St. Rank held Pentair as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.