LGL Partners’s PNC Financial Services PNC Stock Holding History

LGL Partners’s Portfolio PNC Stock Details PNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,345	Closed	-$201K	–	138
2022 Q3	$201K	Buy	+1,345	New	+$218K	0.04%	143

Other funds holding PNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

LGL Partners's PNC Position: Q4 2022 in Review

LGL Partners sold out of PNC Financial Services (PNC) in Q4 2022, closing a stake of 1,345 shares — an estimated $201K sold.

LGL Partners first reported a position in PNC in Q3 2022 and held it in 1 quarter. The position peaked at $201K in Q3 2022. 1,478 funds tracked by Wall St. Rank hold PNC as of Q4 2022.

LGL Partners reported no remaining PNC Financial Services position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 1,345 PNC Financial Services shares in Q4 2022, an estimated $201K.
LGL Partners first reported a position in PNC Financial Services in Q3 2022 and held it in 1 quarter.
LGL Partners's PNC Financial Services position peaked at $201K in Q3 2022.
1,478 funds tracked by Wall St. Rank held PNC Financial Services as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.