LMCG Investments’s Pinnacle West Capital PNW Stock Holding History

LMCG Investments’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	-9,941	Closed	-$759K	–	271
2024 Q2	$759K	Sell	9,941 -86	-0.9%	-$6.49K	0.04%	213
2024 Q1	$749K	Sell	10,027 -4,280	-30%	-$301K	0.04%	230
2023 Q4	$1.03M	Hold	14,307	–	–	0.06%	221
2023 Q3	$1.05M	Buy	14,307 +313	+2%	+$24.8K	0.07%	203
2023 Q2	$1.14M	Hold	13,994	–	–	0.07%	209
2023 Q1	$1.11M	Buy	13,994 +325	+2%	+$24.5K	0.07%	207
2022 Q4	$1.04M	Buy	13,669 +28	+0.2%	+$2K	0.07%	209
2022 Q3	$880K	Buy	13,641 +189	+1%	+$13.9K	0.06%	233
2022 Q2	$984K	Hold	13,452	–	–	0.07%	222
2022 Q1	$1.05M	Buy	+13,452	New	+$963K	0.06%	227
2015 Q3	$10.9M	Buy	+170,440	New	+$10.4M	0.23%	162

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $33B AUM 40.62% 1-Year Est. Return

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

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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

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

LMCG Investments's PNW Position: Q3 2024 in Review

LMCG Investments sold out of Pinnacle West Capital (PNW) in Q3 2024, closing a stake of 9,941 shares — an estimated $759K sold.

LMCG Investments first reported a position in PNW in Q3 2015 and held it in 11 quarters. The position peaked at $10.9M in Q3 2015. 579 funds tracked by Wall St. Rank hold PNW as of Q3 2024.

LMCG Investments reported no remaining Pinnacle West Capital position as of Q3 2024 after selling out during the quarter.
LMCG Investments sold 9,941 Pinnacle West Capital shares in Q3 2024, an estimated $759K.
LMCG Investments first reported a position in Pinnacle West Capital in Q3 2015 and held it in 11 quarters.
LMCG Investments's Pinnacle West Capital position peaked at $10.9M in Q3 2015.
579 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2024.

Based on LMCG Investments's 13F filing for Q3 2024, filed 29 Oct 2024.