FormulaFolio Investments’s Pentair PNR Stock Holding History

FormulaFolio Investments’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
2020 Q1	–	Sell	-7,237	Closed	-$332K	–	352
2019 Q4	$332K	Buy	+7,237	New	+$306K	0.01%	291

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

FormulaFolio Investments's PNR Position: Q1 2020 in Review

FormulaFolio Investments sold out of Pentair (PNR) in Q1 2020, closing a stake of 7,237 shares — an estimated $332K sold.

FormulaFolio Investments first reported a position in PNR in Q4 2019 and held it in 1 quarter. The position peaked at $332K in Q4 2019. 445 funds tracked by Wall St. Rank hold PNR as of Q1 2020.

FormulaFolio Investments reported no remaining Pentair position as of Q1 2020 after selling out during the quarter.
FormulaFolio Investments sold 7,237 Pentair shares in Q1 2020, an estimated $332K.
FormulaFolio Investments first reported a position in Pentair in Q4 2019 and held it in 1 quarter.
FormulaFolio Investments's Pentair position peaked at $332K in Q4 2019.
445 funds tracked by Wall St. Rank held Pentair as of Q1 2020.

Based on FormulaFolio Investments's 13F filing for Q1 2020, filed 14 May 2020.