Eliot Finkel Investment Counsel’s Pinnacle West Capital PNW Stock Holding History

Eliot Finkel Investment Counsel’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
2021 Q4	–	Sell	-58,075	Closed	-$4.2M	–	34
2021 Q3	$4.2M	Buy	58,075 +1,030	+2%	+$81.6K	2.69%	19
2021 Q2	$4.68M	Buy	57,045 +50	+0.1%	+$4.23K	3.01%	18
2021 Q1	$4.64M	Buy	56,995 +21,409	+60%	+$1.66M	2.98%	17
2020 Q4	$2.85M	Sell	35,586 -190	-0.5%	-$15.7K	2.15%	22
2020 Q3	$2.67M	Hold	35,776	–	–	2.38%	19
2020 Q2	$2.62M	Buy	+35,776	New	+$2.7M	2.59%	19

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Eliot Finkel Investment Counsel's PNW Position: Q4 2021 in Review

Eliot Finkel Investment Counsel sold out of Pinnacle West Capital (PNW) in Q4 2021, closing a stake of 58,075 shares — an estimated $4.2M sold.

Eliot Finkel Investment Counsel first reported a position in PNW in Q2 2020 and held it in 6 quarters. The position peaked at $4.68M in Q2 2021. 498 funds tracked by Wall St. Rank hold PNW as of Q4 2021.

Eliot Finkel Investment Counsel reported no remaining Pinnacle West Capital position as of Q4 2021 after selling out during the quarter.
Eliot Finkel Investment Counsel sold 58,075 Pinnacle West Capital shares in Q4 2021, an estimated $4.2M.
Eliot Finkel Investment Counsel first reported a position in Pinnacle West Capital in Q2 2020 and held it in 6 quarters.
Eliot Finkel Investment Counsel's Pinnacle West Capital position peaked at $4.68M in Q2 2021.
498 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2021.

Based on Eliot Finkel Investment Counsel's 13F filing for Q4 2021, filed 27 Jan 2022.