Human Investing’s Premier PINC Stock Holding History

Human Investing’s Portfolio PINC Stock Details PINC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,707	Closed	-$479K	–	106
2022 Q4	$479K	Sell	13,707 -5,214	-28%	-$174K	0.12%	75
2022 Q3	$642K	Sell	18,921 -1,246	-6%	-$45.4K	0.16%	74
2022 Q2	$720K	Sell	20,167 -1,788	-8%	-$65.4K	0.17%	77
2022 Q1	$781K	Sell	21,955 -8,357	-28%	-$311K	0.17%	82
2021 Q4	$1.25M	Sell	30,312 -44	-0.1%	-$1.74K	0.3%	50
2021 Q3	$1.18M	Sell	30,356 -207	-0.7%	-$7.63K	0.28%	58
2021 Q2	$1.06M	Sell	30,563 -188	-0.6%	-$6.49K	0.26%	71
2021 Q1	$1.04M	Buy	+30,751	New	+$1.07M	0.27%	75
2020 Q2	–	Sell	-2,340	Closed	-$77K	–	351
2020 Q1	$77K	Buy	+2,340	New	+$76.3K	0.03%	129

Other funds holding PINC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return