Kayne Anderson Rudnick Investment Management’s Pinnacle West Capital PNW Stock Holding History

Kayne Anderson Rudnick Investment 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 Q3	–	Sell	-178	Closed	-$13.6K	–	1027
2024 Q2	$13.6K	Hold	178	–	–	﹤0.01%	606
2024 Q1	$13.3K	Hold	178	–	–	﹤0.01%	612
2023 Q4	$12.8K	Sell	178 -118,265	-100%	-$8.69M	﹤0.01%	600
2023 Q3	$8.73M	Sell	118,443 -5,582	-5%	-$443K	0.02%	256
2023 Q2	$10.1M	Sell	124,025 -1,231	-1%	-$98.2K	0.03%	252
2023 Q1	$9.93M	Sell	125,256 -1,309	-1%	-$98.8K	0.03%	251
2022 Q4	$9.62M	Buy	126,565 +5,179	+4%	+$370K	0.03%	260
2022 Q3	$7.83M	Buy	121,386 +2,690	+2%	+$198K	0.03%	257
2022 Q2	$8.68M	Buy	118,696 +118,518	+66,583%	+$8.86M	0.03%	254
2022 Q1	$14K	Hold	178	–	–	﹤0.01%	519
2021 Q4	$13K	Hold	178	–	–	﹤0.01%	529
2021 Q3	$13K	Buy	+178	New	+$14.1K	﹤0.01%	513
2020 Q3	–	Sell	-54	Closed	-$4K	–	572
2020 Q2	$4K	Hold	54	–	–	﹤0.01%	471
2020 Q1	$4K	Hold	54	–	–	﹤0.01%	479
2019 Q4	$5K	Hold	54	–	–	﹤0.01%	462
2019 Q3	$5K	Hold	54	–	–	﹤0.01%	431
2019 Q2	$5K	Buy	+54	New	+$5.15K	﹤0.01%	426

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management's PNW Position: Q3 2024 in Review

Kayne Anderson Rudnick Investment Management sold out of Pinnacle West Capital (PNW) in Q3 2024, closing a stake of 178 shares — an estimated $13.6K sold.

Kayne Anderson Rudnick Investment Management first reported a position in PNW in Q2 2019 and held it in 17 quarters. The position peaked at $10.1M in Q2 2023. 579 funds tracked by Wall St. Rank hold PNW as of Q3 2024.

Kayne Anderson Rudnick Investment Management reported no remaining Pinnacle West Capital position as of Q3 2024 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 178 Pinnacle West Capital shares in Q3 2024, an estimated $13.6K.
Kayne Anderson Rudnick Investment Management first reported a position in Pinnacle West Capital in Q2 2019 and held it in 17 quarters.
Kayne Anderson Rudnick Investment Management's Pinnacle West Capital position peaked at $10.1M in Q2 2023.
579 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2024.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.