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Joel Greenblatt’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Joel Greenblatt’s Portfolio PNFP Stock Details PNFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,541
Closed -$222K – 1440
2023
Q4 		$222K Sell
2,541
-983
-28% -$71.2K ﹤0.01% 1221
2023
Q3 		$236K Sell
3,524
-1,772
-33% -$120K ﹤0.01% 1188
2023
Q2 		$300K Buy
5,296
+45
+0.9% +$2.37K 0.01% 1121
2023
Q1 		$290K Buy
+5,251
New +$368K 0.01% 1147
2022
Q4 		– Sell
-7,569
Closed -$614K – 1294
2022
Q3 		$614K Buy
+7,569
New +$605K 0.02% 802
2022
Q1 		– Sell
-3,002
Closed -$287K – 1217
2021
Q4 		$287K Buy
+3,002
New +$294K 0.01% 960
2020
Q1 		– Sell
-6,928
Closed -$443K – 1177
2019
Q4 		$443K Buy
6,928
+48
+0.7% +$2.9K 0.01% 845
2019
Q3 		$390K Buy
6,880
+734
+12% +$41K 0.01% 839
2019
Q2 		$353K Buy
6,146
+479
+8% +$27K 0.01% 895
2019
Q1 		$310K Buy
+5,667
New +$313K ﹤0.01% 988

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Joel Greenblatt's PNFP Position: Q1 2024 in Review

Joel Greenblatt sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2024, closing a stake of 2,541 shares — an estimated $222K sold.

Joel Greenblatt first reported a position in PNFP in Q1 2019 and held it in 10 quarters. The position peaked at $614K in Q3 2022. 409 funds tracked by Wall St. Rank hold PNFP as of Q1 2024.

  • Joel Greenblatt reported no remaining Pinnacle Financial Partners Inc position as of Q1 2024 after selling out during the quarter.
  • Joel Greenblatt sold 2,541 Pinnacle Financial Partners Inc shares in Q1 2024, an estimated $222K.
  • Joel Greenblatt first reported a position in Pinnacle Financial Partners Inc in Q1 2019 and held it in 10 quarters.
  • Joel Greenblatt's Pinnacle Financial Partners Inc position peaked at $614K in Q3 2022.
  • 409 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2024.

Based on Gotham Asset Management's 13F filing for Q1 2024, filed 15 May 2024.