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Jupiter Asset Management’s Pinnacle West Capital PNW Stock Holding History

Jupiter Asset Management’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
2024
Q1 		– Sell
-165,593
Closed -$11.9M – 509
2023
Q4 		$11.9M Buy
165,593
+149,589
+935% +$11M 0.12% 197
2023
Q3 		$1.18M Buy
+16,004
New +$1.27M 0.01% 388

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jupiter Asset Management's PNW Position: Q1 2024 in Review

Jupiter Asset Management sold out of Pinnacle West Capital (PNW) in Q1 2024, closing a stake of 165,593 shares — an estimated $11.9M sold.

Jupiter Asset Management first reported a position in PNW in Q3 2023 and held it in 2 quarters. The position peaked at $11.9M in Q4 2023. 527 funds tracked by Wall St. Rank hold PNW as of Q1 2024.

  • Jupiter Asset Management reported no remaining Pinnacle West Capital position as of Q1 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 165,593 Pinnacle West Capital shares in Q1 2024, an estimated $11.9M.
  • Jupiter Asset Management first reported a position in Pinnacle West Capital in Q3 2023 and held it in 2 quarters.
  • Jupiter Asset Management's Pinnacle West Capital position peaked at $11.9M in Q4 2023.
  • 527 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2024.

Based on Jupiter Asset Management's 13F filing for Q1 2024, filed 10 May 2024.