Essex Investment Management’s PNC Financial Services PNC Stock Holding History

Essex Investment Management’s Portfolio PNC Stock Details PNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-123	Closed	-$19K	–	416
2022 Q4	$19K	Hold	123	–	–	﹤0.01%	351
2022 Q3	$18K	Hold	123	–	–	﹤0.01%	350
2022 Q2	$19K	Hold	123	–	–	﹤0.01%	358
2022 Q1	$23K	Hold	123	–	–	﹤0.01%	346
2021 Q4	$25K	Hold	123	–	–	﹤0.01%	360
2021 Q3	$24K	Hold	123	–	–	﹤0.01%	373
2021 Q2	$23K	Hold	123	–	–	﹤0.01%	375
2021 Q1	$22K	Hold	123	–	–	﹤0.01%	398
2020 Q4	$18K	Hold	123	–	–	﹤0.01%	419
2020 Q3	$14K	Hold	123	–	–	﹤0.01%	420
2020 Q2	$13K	Hold	123	–	–	﹤0.01%	383
2020 Q1	$12K	Hold	123	–	–	﹤0.01%	359
2019 Q4	$20K	Hold	123	–	–	﹤0.01%	435
2019 Q3	$17K	Hold	123	–	–	﹤0.01%	431
2019 Q2	$17K	Hold	123	–	–	﹤0.01%	440
2019 Q1	$15K	Hold	123	–	–	﹤0.01%	443
2018 Q4	$14K	Buy	+123	New	+$15.7K	﹤0.01%	436

Other funds holding PNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Essex Investment Management's PNC Position: Q1 2023 in Review

Essex Investment Management sold out of PNC Financial Services (PNC) in Q1 2023, closing a stake of 123 shares — an estimated $19K sold.

Essex Investment Management first reported a position in PNC in Q4 2018 and held it in 17 quarters. The position peaked at $25K in Q4 2021. 1,418 funds tracked by Wall St. Rank hold PNC as of Q1 2023.

Essex Investment Management reported no remaining PNC Financial Services position as of Q1 2023 after selling out during the quarter.
Essex Investment Management sold 123 PNC Financial Services shares in Q1 2023, an estimated $19K.
Essex Investment Management first reported a position in PNC Financial Services in Q4 2018 and held it in 17 quarters.
Essex Investment Management's PNC Financial Services position peaked at $25K in Q4 2021.
1,418 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2023.

Based on Essex Investment Management's 13F filing for Q1 2023, filed 4 May 2023.