Lee Financial’s Pentair PNR Stock Holding History

Lee Financial’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
2021 Q2	–	Sell	-1	Closed	–	–	687
2021 Q1	$0	Sell	1 -6	-86%	-$344	﹤0.01%	510
2020 Q4	$0	Buy	+7	New	+$359	﹤0.01%	529
2018 Q3	–	Sell	-77	Closed	-$3K	–	647
2018 Q2	$3K	Buy	77 +10	+15%	+$449	﹤0.01%	696
2018 Q1	$3K	Buy	+67	New	+$3.19K	﹤0.01%	676

Other funds holding PNR

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PAMU

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's PNR Position: Q2 2021 in Review

Lee Financial sold out of Pentair (PNR) in Q2 2021, closing a stake of 1 share.

Lee Financial first reported a position in PNR in Q1 2018 and held it in 4 quarters. The position peaked at $3K in Q2 2018. 519 funds tracked by Wall St. Rank hold PNR as of Q2 2021.

Lee Financial reported no remaining Pentair position as of Q2 2021 after selling out during the quarter.
Lee Financial sold 1 Pentair share in Q2 2021.
Lee Financial first reported a position in Pentair in Q1 2018 and held it in 4 quarters.
Lee Financial's Pentair position peaked at $3K in Q2 2018.
519 funds tracked by Wall St. Rank held Pentair as of Q2 2021.

Based on Lee Financial's 13F filing for Q2 2021, filed 4 Aug 2021.