Lenox Wealth Advisors’s Pentair PNR Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$5K	Buy	85 +53	+166%	+$3.21K	﹤0.01%	567
2021 Q4	$2K	Buy	32 +26	+433%	+$1.92K	﹤0.01%	749
2021 Q3	$0	Buy	+6	New	+$448	﹤0.01%	770
2016 Q2	–	Sell	-22	Closed	-$1K	–	248
2016 Q1	$1K	Hold	22	–	–	﹤0.01%	240
2015 Q4	$1K	Sell	22 -33	-60%	-$1.21K	﹤0.01%	427
2015 Q3	$2K	Buy	+55	New	+$2.16K	﹤0.01%	353

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 $3.37T AUM 44.26% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

Lenox Wealth Advisors's PNR Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Pentair (PNR) stake by 166% in Q1 2022, buying an estimated $3.21K and bringing the position to 85 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Lenox Wealth Advisors first reported a position in PNR in Q3 2015 and has held it in 6 quarters since. 554 funds tracked by Wall St. Rank hold PNR as of Q1 2022.

Lenox Wealth Advisors held 85 shares of Pentair worth $5K as of Q1 2022.
Lenox Wealth Advisors bought 53 Pentair shares in Q1 2022, an estimated $3.21K.
Pentair made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #567 holding.
Lenox Wealth Advisors first reported a position in Pentair in Q3 2015 and has held it in 6 quarters since.
554 funds tracked by Wall St. Rank held Pentair as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.