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EHP Funds Inc’s Pinnacle West Capital PNW Stock Holding History

EHP Funds Inc’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
2024
Q1 		– Sell
-3,300
Closed -$237K – 197
2023
Q4 		$237K Buy
+3,300
New +$242K 0.09% 125

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BlackRock
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EHP Funds Inc's PNW Position: Q1 2024 in Review

EHP Funds Inc sold out of Pinnacle West Capital (PNW) in Q1 2024, closing a stake of 3,300 shares — an estimated $237K sold.

EHP Funds Inc first reported a position in PNW in Q4 2023 and held it in 1 quarter. The position peaked at $237K in Q4 2023. 527 funds tracked by Wall St. Rank hold PNW as of Q1 2024.

  • EHP Funds Inc reported no remaining Pinnacle West Capital position as of Q1 2024 after selling out during the quarter.
  • EHP Funds Inc sold 3,300 Pinnacle West Capital shares in Q1 2024, an estimated $237K.
  • EHP Funds Inc first reported a position in Pinnacle West Capital in Q4 2023 and held it in 1 quarter.
  • EHP Funds Inc's Pinnacle West Capital position peaked at $237K in Q4 2023.
  • 527 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2024.

Based on EHP Funds Inc's 13F filing for Q1 2024, filed 15 May 2024.